Same issue, TurboTax Premier for Desktop (Mac) here. Super frustrating as I have already imported half my accounts with 100s of transactions needing review, ESPP details, etc. and now need to import new 1099s that just came online. I will have lost several hours if I have to redo everything.
Though @Polkadot1 is reporting some improvements I am curious whether it's the difference between:
(1) Multiple accounts for different individuals at the same institution vs.
(2) Multiple accounts under the same individual at the same institution
Scenario (1) has worked for me with our accounts at Chase. TT has two different "blocks" of imported docs from Chase. (one associated with my wife's logins and retirement accounts, the other with my login, my retirement accounts, and our shared brokerage accounts).
But Scenario (2) still fails when I'm trying to import new 1099s from my Chase account that were not available during my first import. Did all the steps folks describe, I can uncheck all the already-imported docs, yet TT still forces me to delete all the work I've done.
Any hope of a refined fix?
- Manual import using category summaries is not a great option due to some wash sale rules (no way in TT to summarize those wash adjustments, would probably need a workaround adjustment in form mode)
- Using TT online is also not a good option because for some reason TT online doesn't correctly categorize my investment sales (short/long term, covered/noncovered imports correctly on desktop but not on web version) -- and there are about 2500 total transactions that would need to be individually recategorized.
