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Level 2
posted Mar 11, 2024 4:48:09 PM

Renaming Forms in My Return

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

0 3 540
1 Best answer
Expert Alumni
Mar 14, 2024 4:54:15 PM

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.

 

3 Replies
Level 15
Mar 11, 2024 4:50:14 PM

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

Level 2
Mar 11, 2024 4:56:23 PM

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.

Expert Alumni
Mar 14, 2024 4:54:15 PM

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.