Renaming Forms in My Return

3 replies
42 views

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

Technical Help

AmyCAnswer

Alumni - Intuit

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.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

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

Alumni - Intuit

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.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"