@taxnovice With respect, let me disagree to parts of your view.
"wait until all forms are ready from your financial institution. Import in one go and then make the necessary changes and never import again." - this is exactly the problem. I want to prepare as much as I can of my tax forms and enter all relevant manual adjustments BEFORE the financial institution releases the last form or two. It is NOT up to TT to tell me when to do what. It IS up to TT to let me import and data I want, any time I want AND NOT REMOVE my previous work.
Also, "But this year they have the granularity at the account level - meaning it only overwrites the forms for that one account you are attempting again." - let us use consistent terminology. I have an account at a financial institution. My account shows a set of tax forms, some of which are available and I download first, some of which are only available later. I want TT to let me download the first set of tax forms, make some manual changes and save them. I then expect TT to let me download the later set of tax forms WITHOUT REMOVING OR FORCEFULLY OVERWRITING the tax forms I already completed.
Peace
