Deductions & credits

Ok, I think I've figured it out.

 

Intuit is using an ...email address... as the top of the security tree.....that's.........what I was trying to understand. So that I could finnnnnnnnaly consolidate my products, etc.

 

They use the email address and call it an "account". The account can have multiple products of course (they hope). Even multiple iterations of the same product as long as the userid on each is different per product (that's how some preparers prep TT returns for a small number of others on "their" account email alias).

 

But there is a limit of 5, userid's. Per account (email alias). There is no product limit of course.

 

Now I understand also why I can't merge past accounts, long ago forgotten, but now "recovered".

They had different email aliases. And the policy is no merging for IRS and basically liability reasons. Easy to understand.

 

So what I did to solve my problem is change the email alias, on an old userid. So it matched. Then I logged out and attempted to log back in, walla.......I was given the choice of deleting userid's. Which I did. Now all products are under one "account" (email).

 

It's only taken me 10 15 years to figure this out. I can't tell you how many Intuit help desk people I've talked to over the years, did not understand the above. The product silos prevent them from seeing the bigger picture in my not so humble opinion.

 

agree/disagree?