Renaming Forms in My Return

[GeneraleJDC]

I would like to rename or add an identifier to the Forms in My Return to better identify them. 

[VolvoGirl]

Like what?  You can't change the name of forms.  

[GeneraleJDC]

Well, for example,  I have several 1099-R from the same institution and it would be nice to identify each one with something unique like the gross distribution amount.

[AmyC · Accepted solution]

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.