After the first import:
1) I closed Turbo Tax
2) With turbo tax closed, using the same browser used by TT for the first import, I relogged into the financial site and
3) Logged out of the financial website
4 Cleared Cookies
5) Attempted the second import, but TT still wanted to delete the previously imported data.
The process of importing financial data should be time saver, not something that requires jumping through hoops with the HOPE of it working properly.
<< EDIT >>
This process also implies that I am selecting the broker from the dropdown as suggested by in a previous post shown below by MarilynG1 as the box was blank after closing and restarting Turbo tax.
"Don't click on the broker name that remains in the box; select it again from the dropdown. It's not clearing out the old data. We are aware that people have multiple accounts with multiple logins; sometimes it takes a bit of tweaking to make it work properly. "
Best of luck to others experiencing this same issue. I have painstakingly manually entered my info and moving on.
<<End of EDIT>
