ReneV4
Expert Alumni

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post