I tried TT for the first time this year after receiving my completed returns from my tax attorney, to see how TT results compared with my professional preparer, and then use it for next year and use my advisor to review the TT generated returns. I encountered a very similar dealbreaker situation, as I have multiple accounts at one financial institution. I was able to successfully import all of them at once, but my problem was that following import, there were multiple items to review (missing cost basis, etc.) and there was no way to associate any of these review items with one of the specific accounts. I called TT support and first and second level support were both unable to supply a solution. There was no way to move past this verification step, so at that point, I deleted all of my information and will wait until TT provides this very basic capability before trying it again if at all. It's AMAZING to me that after all these years in business, something as basic as maintaining individual account information seems impossible in TT...
