TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

Community

Solved

I can change the name of a downloaded 1099INT or 1099DIV. Why can't I change the name of a 1099B, to distinguish among accts from one financial company?

Forum|Forum|1 year ago
March 11, 2025
2 replies
0 views

I have multiple accounts at Schwab. In TT they all show up with the same name (Account numbers are there, but at the end of the name, so they never show up on the screen.) In past years I have fixed this by modifying the name of each account, moving the acct # to the beginning of the name, so that I can keep track of it. Only one name change was needed to cover 1099INT, DIV and B. This year I was able to change the name for the 1099INT and DIV, in separate actions, but there is no way I can find to modify the name of the 1099B. Why can't I do this?

TurboTax Online

Best answer by pucksfriend

I found out how to do this. Go to the Forms alternative. You can change the name of the account there. However, it would be lots easier if you could do this in the EasyStep mode. This works in the desk top version that I use. I don't know if it works on-line.

pucksfriendAuthor

Additional information: I am using TT Premier on a Mac. OS15.3.1.

I do not know how this got listed as TT Online.

pucksfriendAuthorAnswer

I found out how to do this. Go to the Forms alternative. You can change the name of the account there. However, it would be lots easier if you could do this in the EasyStep mode. This works in the desk top version that I use. I don't know if it works on-line.