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Get your taxes done using TurboTax
Just to be clear, are you asking to allow you to have a nickname field before import? I do not believe a correct importation of data would be able to be accomplished if you are. Perhaps you can accomplish that at the payer level if you have control of how your account shows up at the agency level such as Morgan Stanley or TD Ameritrade but I have not heard of any method myself.
You can always alter the Received From field in the 1099 areas to add perhaps a shortened version of your account number or your own method of identification for each particular 1099. That obviously entails tailoring each 1099 manually but it would possibly accomplish what you desire on a year to year basis.
The Highlighted field can be altered to accommodate what you may want to do but the actual name of the Received from agency should be reflected in the name somewhat.
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