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Retirement tax questions
The broker's name can be edited in the Desktop version of TurboTax by switching to Forms Mode.
However, if you are using TurboTax Online and you imported the information, that cannot be changed.
The good news is that the name does not affect the processing of your return by the IRS. They look for a matching Federal ID Number.
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‎February 15, 2026
10:41 AM