topic How to change the broker name on the 1099? in Retirement tax questions

How to change the broker name on the 1099?

karl-drechsler4 — Sun, 15 Feb 2026 17:26:31 GMT

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.

Re: How to change the broker name on the 1099?

ReneV4 — Sun, 15 Feb 2026 18:41:07 GMT

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.

Re: How to change the broker name on the 1099?

karl-drechsler4 — Sun, 15 Feb 2026 20:14:37 GMT

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.