The work-around is a pain, but works with trade-offs.
(1) Use the online Turbotax version,
(2) enter basic taxpayer information (name, address, taxpayer id),
(3) (a) log into your Chase account,
(b) locate and click on the "Security & privacy" tab,
(c) find the section labeled "Linked apps and websites; there should be an entry for Intuit TurboTax click on the ">" symbol (TurboTax should display as Active),
(d) click the ">" icon to the left of the TurboTax red checkmark,
(e) you'll see a list of your Chase accounts and accounts' last 4 digits; at the bottom right of the list you have the option to either "stop sharing data" or "edit sharing"; click on Edit sharing,
(f) here you can limit the amount of information shared. One TurboTax user advised turning off their mortgage sharing option which worked for them,
(g) as the online version had no problem sharing all information, you can keep all enabled. However, you may wish to enable only one accounts at a time for the desktop version,
(h) click agree to save your changes
For some reason, the online version has no issues regardless of the number of accounts or account transactions. Perhaps the desktop version has a limit. Unfortunately, Intuit TurboTax has provided no guidance here.
(4) Download the online Turbotax file to your desktop. You'll need to re-enter everything else which was not entered online. Essentially, you'll be starting your return again, but you will have captured all investment details required for filing.
Despite my writing to the office of the president of Intuit TurboTax, I have received no resolution. You, I and others have paid for a premium version which doesn't work as advertised. Caveat: I didn't experience these issues with several other banks. However, other Turbo Tax community members have complained of similar problems with B of A, Fidelity and other financial institutions.
Tradeoff: You may need to start your return from the beginning using this workaround, but you'll have all required forms and details from financial institutions partnering with Intuit TurboTax.
I'd recommend filing a complaint with your state attorney general and copy the complaint to Office of the [email address removed] or [email address removed].
