I can change the name of a downloaded 1099INT or 1099DIV. Why can't I change the name of a 1099B, to distinguish among accts from one financial company?

[pucksfriend]

I have multiple accounts at Schwab. In TT they all show up with the same name (Account numbers are there, but at the end of the name, so they never show up on the screen.) In past years I have fixed this by modifying the name of each account, moving the acct # to the beginning of the name, so that I can keep track of it. Only one name change was needed to cover 1099INT, DIV and B. This year I was able to change the name for the 1099INT and DIV, in separate actions, but there is no way I can find to modify the name of the 1099B. Why can't I do this?

[pucksfriend]

Additional information: I am using TT Premier on a Mac. OS15.3.1.

I do not know how this got listed as TT Online.

[pucksfriend · Accepted solution]

I found out how to do this. Go to the Forms alternative. You can change the name of the account there. However, it would be lots easier if you could do this in the EasyStep mode. This works in the desk top version that I use. I don't know if it works on-line.