This may be a little off the subject but one thing I noticed this year is if you have multiple documents to download from the same account, if you don't download them all at once, then Turbo Tax (Or Schwab) deletes the one you didn't download. I was downloading one at a time certain accounts for certain family members to make sure they reconciled and posted to the right place on the tax return. I've done this in the past. This year... I had 4 1099's to download. I downloaded one, then downloaded the other 3 a couple of days later. When I downloaded the other 3, it deleted the one I did first. I never noticed this before and I NEVER had this with Fidelity.
Bottom line - when a large company starts spinning off and restructuring - like Intuit has, customer service and quality go down hill. And that's what's happened to Turbo Tax. Stupid errors like the Duplicate 1099R problem (part of a different thread), now Schwab not connecting, and previously downloaded 1099's being deleted when a file is updated, etc. It's really disappointing and I'm seriously thinking twice if after over 20 years if I want to keep using this product.
