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Level 3
posted Feb 9, 2025 6:12:49 PM

Suggestion for 1099 entry

A family with multiple active IRAs and savings accounts can receive a multitude of 1099's, several from the same institution, and there's no good way to differentiate between them. It would be good to add the capability to add a note or identifier to them, so on the "Your 1099-R Entries", and the investment entries (where 1099-INT's are created), the entries are additionally identified by the user.  For instance, 1099-R's from "ETrade from Morgan Stanley" could have "His" and "Hers" appended, so we know which is which.  

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2 Replies
Level 15
Feb 9, 2025 6:16:27 PM

Does it not ask you if the 1099 is for Taxpayer or Spouse--a check box or something?

Level 15
Feb 9, 2025 6:35:56 PM

If you are filing a Joint return it should ask who it’s for, his, hers or both.  You can also enter any name for interest and dividends.  Like for interest I  have Wells Fargo (husband name) and Wells Fargo (my name).  But I don’t import any forms.  I enter all mine manually.