My husband and I have separate logins for Marcus by Goldman Sachs and separate accounts. I'm attempting to import the 1099-INT forms from both logins (each under our separate SSNs) into our joint tax return. Once the first import is made (which works fine), I move on to the second import and when the second individual's set of forms (another login, same institution) are found and ready to import, my only option is to "Import and Delete Old Data" for Marcus. Thus, I have to manually enter one of the two individuals' forms. This was not a problem in past years' TurboTax software.
The programming apparently doesn't envision that you would legitimately want to conduct two imports from the same financial institution! This will present a huge problem when I get around to importing our brokerage account data from other institutions when they are released in a few weeks. These are complex consolidated 1099s with an enormous number of transactions.
Can someone look into this?
