What if I have more than one 1099 from a financial institution?
If you enter the same financial institution for your 1099 forms, they'll all be shown together under the financial institution's name on the Your Investment and Savings Accounts screen.
If you'd rather have them each shown separately you could add a number, or some other information, at the end of the financial institution's name. This can be helpful if you have multiple 1099s from the same institution or if you want to keep things separate for each spouse on the screen.
Example: You have three Form 1099-INTs from your bank because you have three accounts paying you interest from that bank. You could enter Bank Savings, Bank Checking, Bank CDs if you want to tell them apart when you review them later. If you enter Bank for all three, they'll all show up together under Bank.
If you'd rather have them each shown separately you could add a number, or some other information, at the end of the financial institution's name. This can be helpful if you have multiple 1099s from the same institution or if you want to keep things separate for each spouse on the screen.
Example: You have three Form 1099-INTs from your bank because you have three accounts paying you interest from that bank. You could enter Bank Savings, Bank Checking, Bank CDs if you want to tell them apart when you review them later. If you enter Bank for all three, they'll all show up together under Bank.
