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Suggestion for 1099 entry
A family with multiple active IRAs and savings accounts can receive a multitude of 1099's, several from the same institution, and there's no good way to differentiate between them. It would be good to add the capability to add a note or identifier to them, so on the "Your 1099-R Entries", and the investment entries (where 1099-INT's are created), the entries are additionally identified by the user. For instance, 1099-R's from "ETrade from Morgan Stanley" could have "His" and "Hers" appended, so we know which is which.
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‎February 9, 2025
6:12 PM