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
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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?

fanfare

Employee

If you are summarizing the transactions of a particular account you can enter a name for that account.

that will give you a separate Form 8949 for that account. You will be making the Mail-in-details election

Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.

@pucksfriend