Question

Edit Financial Institution Name - TurboTax 2023 Premier Desktop

Forum|Forum|2 years ago
January 29, 2024
1 reply
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TurboTax 2023 Premier Desktop has a new screen used to enter stock sales (1099-B).

If you enter the information manually it asks for the name of the financial institution. If you make a mistake or want to edit it, there does not seem to be a way to do it.

In prior versions there was an easy edit (I need to change the name or account number).

TurboTax support confirmed there is no edit option and said I would need to delete all the entries and renter them.

Has anyone found a work around?

(I can change it in Forms but that doesn't carry through to the step by step)

New is not better...

Thanks is advance...

DMarkM1

As you suggest the workaround is to change the broker and/or account information in the forms mode in TurboTax desktop products. Those updates made in the "Forms Mode" to the broker name and/or account numbers should update the step-by-step screens.

Be sure you have the latest updates installed. To check for the latest updates click the "Online" tab and select "Check for updates."

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