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@msloss You couldn't have explained it better-- "please remove this ill-conceived and poorly implemented feature entirely to return to the way that has worked for years"

 

My issue is trying to import two consolidated 1099s (-INT, -DIV, -B, -OID) from the same financial institution  -- Fidelity in my case, but that probably isn't relevant as I suspect it is an issue for all joint filers where Taxpayer 1 has a brokerage account with their own login, and Taxpayer 2 has a brokerage account at that same institution with a separate login (which is the case where there are individual accounts under different SSNs).  I can only do the second taxpayers' import if I accept the prompt to "Delete Old Data" wherein it erases Taxpayer 1's Consolidated 1099s.

 

Hey TurboTax @MarilynG1 .  This is a new feature that was implemented just this year, and one that is poorly thought out.  It is not a cookies or cache issue -- I've deleted them a thousand times.  Your recommendation to "Just fiddle with the dropdown", restart the program, etc., is not a solution.  This needs to be referred to your programming staff or elevated to a higher level of support.  There is only 60 days left until the returns are due and the 1099s have too many transactions to enter manually.  After all, that is why people purchase TT in the first place.