Can the name of the brokerage be changed on 1099-B?

billygo123 · ‎March 4, 2025

Entered the wrong name but already entered 1099-B sales.

Vanessa A · ‎March 4, 2025

Yes. You will just need to go back to the summary screen, then select edit and you will be able to change the name of the brokerage on the 1099-B.

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billygo123 · ‎March 4, 2025

Thanks for the reply. Unfortunately, that doesn't allow me to edit the name of the brokerage or bank.

DawnC · ‎March 4, 2025

Can you clarify - are you using the desktop software or TurboTax Online? And you entered the 1099-B or did you import it?

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