Thanks for the input. Your suggestion is exactly what I'm looking for but I have no idea what version of TurboTax you get that screen from -- I see nothing like that. In the TurboTax Deluxe version for 2022 the data entry for each 1099 has two fields for "Payer Name" but the instructions say to enter "the information exactly as it is shown on the 1099_R" (emphasis in original), so applying my own "nickname" is not possible.
