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Get your taxes done using TurboTax
Thanks for the clarification and instructions to clear Cache and Cookies for the browsers.
I did finally call support and got clarification on how to actually ask my question. In this case, I am actually using the same *user account* at my financial institution, but I need to selectively pull in the documents for different *financial accounts* as they become available.
In this case, I have already properly imported a 1099-B from one account, and am awaiting 1099-Bs from 2 other financial instruments (hence different financial accounts) to become ready. Meanwhile, I have updated the cost-basis as needed for some 200+ entries for the existing 1099-B.
What is happening, which was a surprise to the TurboTax support, is if I import from the same *user account* but de-select the existing 1099-B, then instead of leaving my updates alone as it should, it DELETES it! (luckily, i had made a copy and was just verifying that I could do what was needed). If I instead select the existing 1099-B, then it OVERWRITES the existing 1099-B, losing all of my 200+ changes.
In the past, and this was the expected behavior from support, it would just make another copy of the re-imported form that is easy enough to delete, but now there is now way for me to import the other forms that are yet to become available, so now i'm back to manually entering them, which could be quite time consuming as tehy also have a lot of detail that is needed....
This seems like a bug that needs to be addressed.