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Level 4
posted Mar 26, 2025 3:17:12 PM

2024 1099-B - all entries netted together

I have several accounts with Morgan Stanley. When entering the 1099-Bs for each, all entries are netted together.  How do I keep them separate?  Can I add the last 4 of the account number to the name?
Thanks

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1 Replies
Level 8
Mar 26, 2025 4:27:19 PM

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.