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.
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