State tax filing

DianeW777 · ‎March 31, 2025

It depends. You do have the inability to change the 'Description' when you choose to edit your sale/1099-B, Please review the instructions and see the images below before, during and after the change. The main name doesn't change but the actual sale does.

You can go to the investments and edit the one you need to. Use the instructions below to reach the investment page, then scroll to the one you want to edit. For TurboTax Online:

In the left panel Select Tax Tools > Tools > Topic Search > type 1099-B and Enter
You will land on the investment list page

For TurboTax Desktop: Search (upper right) > type 1099b > Click the Jump to... link > Land on the investment list page

@lilly54

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