Still trying to make progress, I found a way to raise Intuit awareness. I filled out an online form sending information to the "Office of the [Intuit] president", listing our collective plight. I must say the response has been outstanding. Within one hour, I received a call from a TurboTax higher level person who - very nicely, politely , positive and helpful - listened to our collective troubles. Not only that, but she committed to elevate the issue to the relevant & appropriate personnel. I believe that such inquiries, coming from the office of the president, do indeed have an effect [a.k.a. light a fire...]. I am now more optimistic about a true resolution.
Below I copied the first response, for this forum's awareness and - hopefully - optimism. I plan to share progress messages I receive, unless Intuit proactively does that.
================ Office of the president message ==============
Hello Gershon,
It was a pleasure speaking with you earlier today. I am reaching out on behalf of Intuit’s Office of the President to formally recap our discussion regarding the data challenges you’ve encountered with TurboTax Premier. I want to sincerely thank you for sharing your technical expertise and for the patience you’ve shown while navigating this frustration. As a retired software engineer, your detailed breakdown of the "clean slate" behavior—where the software inadvertently wipes previously imported and manually adjusted data during phased downloads—is incredibly helpful. I have taken note of the community forum threads you mentioned and understand that this is a critical issue affecting many users during this busy tax season.
Regarding our next steps, I have officially initiated a high-priority internal review ticket with our development team. I have also documented your willingness to provide a sanitized diagnostic token should our engineers require a live environment to further investigate the root cause. While our developers typically work behind the scenes and do not make outbound calls, please rest assured that a specialized team is now monitoring your case to ensure it receives the attention it warrants. We are committed to getting to the bottom of this so that you, and all our customers, can file with confidence.
As we agreed, I have scheduled a follow-up call with you for this coming Monday, March 23, 2026, at 8:30 AM Central Time to provide you with a status update. In the meantime, if any urgent questions arise or if our team requires further information, I will reach out to you via email. We truly value your feedback and your loyalty to Intuit, and I look forward to speaking with you again soon to move toward a resolution.
If you have any questions or concerns, you can respond to this email and we will respond to your inquiry.
Looking forward to speaking with you soon.
Warm regards,
Latanya W.
TurboTax Customer Care
