AmyC
Expert Alumni

Get your taxes done using TurboTax

Follow these steps:

  1. go back to the  Federal Income section, 
  2. locate your 1099-R forms, 
  3. select edit. 
  4. add on to the name of the payer. The IRS looks at several factors and a little note for yourself at the end won't hurt at all. Here is an example I did for what I think you want to do.

 

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