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Get your taxes done using TurboTax
The issue is not cache and cookies. I am using the Windows Deluxe desktop version, not online.
The issue is the new mandatory feature forcing the deletion of previously imported forms. The old way was working just fine and this "solution in search of a problem" is adding much more work to the process. Please get rid of it, or at least only delete existing forms that matches the ones selected.
Here are the reproduceable steps I encountered:
Under my Merrill login account, I have 7 IRA and brokerage accounts with a total of 11 1099-R, DIV, B, and INT forms available to download. 3 of those just became available today. When I did an import, all 11 were checked so I unchecked all but the 3 new ones. When I did the import of those 3 forms, it deleted all 8 of the previously imported forms and left me with only the 3 new ones. I had to redo the import process of keeping all 11 forms checked and reimport them, then go through the review process of editting all 11 of them again. The worst part is there is still one ML account that does not have tax statements available yet, and it will have 3 new 1099s to import, so when that happens I will have to reimport and review all 14 forms!
This is ridiculous!
Unless your programmers can fix this to match and delete only the checked forms being imported, please remove this ill-conceived and poorly implemented feature entirely to return to the way that has worked for years.
Turbotax is supposed to make importing forms a time saver, not adding more hours for no good reason.