@marie2023 Thanks for the detailed work arounds, but I cannot imagine subjecting myself to such. It is truly a Via Dolorosa of tax returns. I would rather pay a CPA and use my day for family time. If I pay for a software package, I expect it to do its job as advertised, in a helpful and intuitive way. TurboTax does not do this as relates to financial imports. The Intuit software engineers need to fix that.
The extremely disappointing answer that "it works as designed" simply says "it behaves as we implemented it". Absolutely true and also absolutely nonsensical, even offensive. Any engineer working in my group who said this would be invited to a polite, heart to heart "come to Jesus" discussion. Inuit management should know better than offending customers with such statements.
