turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

ajchris61
New Member

I am using TT Premier. Need to change account number for a 1099B. Can't seem to get back to where I can do that. How do I edit 1099B account number?

 
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JamesG1
Expert Alumni

I am using TT Premier. Need to change account number for a 1099B. Can't seem to get back to where I can do that. How do I edit 1099B account number?

Are you wanting to change the Account number and/or Payers EIN that was entered for the provider listed above the investment on the screen Let's finish pulling in your investment income in TurboTax Online?

 

You will need to delete the transaction and re-enter the provider information and the transaction.  For an IRS form 1099-B transaction, click the delete trashcan, then re-enter the transaction.  

 

Select Add investments to re-enter the transaction.  At the screen Which bank or brokerage is on your 1099-B, enter the correct Account number and Payers EIN.

 

 

Then Continue to download or re-enter the income transaction.

 

Interest income and dividend income would be removed and re-entered in a similar way but following the interest income and dividend income entry screens.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies