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Get your taxes done using TurboTax
Hi Mitzy yes you can call the 1099-B's whatever you want, it doesn't get sent to IRS just the end result on Schedule D / Form 8949.
If you're on desktop with the latest 1099 changes you can't get back to edit the name but you can amend it in Forms mode.
March 26, 2025
4:27 PM