The level of stupidity in the software design here is just astounding. A paper 1099-DIV/INT/B/R(etc) form always contains an owner account number, and if there are multiple accounts at one institution, each 1099 has the appropriate account number.
Now, when it comes to electronic imports of 1099, the account numbers should always be imported and made part of a nickname that should be displayed (at least the last 4 digits if not the whole thing). And NO, it is NOT a security problem, because other forms such as irs-8938 already have completely explicit account numbers in the forms!! "Security" is NOT an excuse.
It is just boneheaded to have multiple 1099 worksheets with the same name and no way to tell which account it came from.
To add insult to injury, I had good informative account names in turbotax 2021, and the names/worksheets even got imported into turbotax 2022, but then when importing 1099 from the banks and brokers, a whole new set of 1099 worksheets get created, and all the 1099 worksheets from the same institution get the SAME name. For example
VANGUARD MARKETING CORPORATION VANGUARD BROKERAGE
VANGUARD MARKETING CORPORATION VANGUARD BROKERAGE
In the 2021 turbotax file I had named these
Vanguard-broker-MMMM
Vanguard-margin-NNNN
but these pre-existing names just got ignored and the meaningless (non-unique) new names got generated.
Not only that, but the 2021-based worksheets then all get flagged as errant because they have no meaningful data in them!
UPSHOT: I should not have to dig through 1099 pdf files to find out which worksheet matches which account, and manually rename each of the workssheets every darn year!! Importation is supposed to save work. You need to make this work properly.
