1099-B Editing

10 replies
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I've entered a 1099-B. I have a typo in the name of the stock (the sales was done by the stock company itself). How do I edit that?

Note, l am not looking for how to enter a brand new 1099-B. I have already entered it. Nor am l looking to edit the sales information. I want to change the name of the 1099-B that l have already entered.

fanfare

Level 15

Description is usually the name of the security you sold.

@lilly54

lilly54Author

Level 5

I know what a description is. The question was how do l edit it?

AmyC

Alumni - Intuit

Follow these steps:

Go back to the investment section,
select stocks, bonds, other to edit/revisit/update
locate the 1099-B and select (from dropdown if needed) edit/review/update

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DianeW777

Alumni - Intuit

It depends. You do have the inability to change the 'Description' when you choose to edit your sale/1099-B, Please review the instructions and see the images below before, during and after the change. The main name doesn't change but the actual sale does.

You can go to the investments and edit the one you need to. Use the instructions below to reach the investment page, then scroll to the one you want to edit. For TurboTax Online: