Here are answers to your questions:
Yes, requested to logon a second time to both Intuit and Schwab. All attempts were on separate days so everything had closed from before.
Yes, so, did close the browser (Chrome)
Was I in a browser? All of this was handled by TurboTax from their desktop system.
Did not use incognito mode in the browser (Chrome). I can try that and will let you know.
However, I have decided that Turbo Tax simply does not handle repeat downloads from the same financial institution properly. So, I will delete all accounts I already downloaded from Schwab and wait, wait, wait for Schwab to make all of them available at one time.
Also, it would be nice if TurboTax did this by financial institution AND ACCOUNT NUMBER. On my dividend listings in TT, it just shows: Schwab, Schwab, Schwab - and the only way I know which account is to look at the dividend amount and compare with the paper 1099.
