You'll need to sign in or create an account to connect with an expert.
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.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
1099erGirl
Level 3
epicanthony
New Member
sls-susanshofer-
New Member
glhooker68
New Member
Moneygone12
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.