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macbeth1
New Member

How do I Change an investment's Company name in the income listing?

I've misspelled a company's name when manually entering investment income?
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1 Reply
TomK2023
Expert Alumni

How do I Change an investment's Company name in the income listing?

Manually re-enter your 1099-B data:

  1. Open or continue your return.
  2. Go to Federal, then Wages & Income, then Investments and Savings.
  3. Select Start or Revisit next to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
  4. If you see Did you sell any of these investments in 2023?, select Yes. If you see Your investment summary, select Add more sales.
  5. Select Stocks, Bonds, Mutual Funds and Continue.
  6. Select Skip Import.
  7. Follow the remaining screens to manually add your 1099-B data.

 TurboTax FAQ: How do I fix errors on my Form 1099-B that I imported into TurboTax?

 

Enter/Edit/Delete Stock here:

  1. Open your return (if not already open)
  2. Enter "stock" in the Search box.
  3. Click on "jump to stock" link.
  4. You should land on your Investment Income summary page where you can add/edit/delete your information.
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