I am not getting any help with the live chat. where do we go to update the parent info for the capital gains section?

jcamosy · ‎April 13, 2022

I have deleted the sale of the stock and re-entered it. That does not work.

AnnetteB6 · ‎April 13, 2022

If you are using TurboTax Online, there is no method to edit the financial institution after the information has been entered. You will need to delete it in order to change the financial institution's name.

If you are using a CD/downloaded version of TurboTax, then:

Exit the Stocks, Mutual Funds, Bonds section of your return
Go back into that section and click Edit beside the investment account that needs to be changed
Check the box showing that you need to change the name
Make the necessary change, and then click Continue

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mitywarrior · ‎April 13, 2022

You, and I, stop using TT and go to Tax Act or Tax Slayer! Good luck, we all share your pain.

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I am not getting any help with the live chat. where do we go to update the parent info for the capital gains section?