How to change the broker name on the 1099?

[karl-drechsler4]

Turbo Tax says the broker's name can be edited; however, everything but the name can be edited. I don't want to re-enter multiple rows of sales from my 1099 B.

[ReneV4 · Accepted solution]

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.

[karl-drechsler4]

Thanks; I am using Turbo Tax Online ("Do It Yourself Premium") and Forms doesn't appear in the Menu. Perhaps when I review, Forms option will enable. I appreciate your insight regarding the Federal ID Number matchup.