Renaming Forms in My Return

Forum|Forum|2 years ago
March 11, 2024
1 reply
6 views

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

Technical Help

Best answer by AmyC

Follow these steps:

go back to the Federal Income section,
locate your 1099-R forms,
select edit.
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.

VolvoGirl

Level 15

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

GeneraleJDCAuthor

Level 2

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.

AmyCAnswer

Level 15

Follow these steps:

go back to the Federal Income section,
locate your 1099-R forms,
select edit.
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.

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