Catina:
Hopefully I can explain this problem. It's not that the import doesn't work, it's that the import from Franklin Templeton only brings in data from a single Franklin Templeton account. And each separate mutual fund at Franklin is regarded as a single account. So with my Franklin IRA, which holds five different mutual funds, the import only brings in data from the specific fund number, not all five accounts the way TurboTax did last year. So to get all the 1099-R data from my IRA, I have to do 5 specific imports. (Ok, 5's not a huge problem, but I know a guy that's got 50 Franklin "accounts".
So whatever the Intuit development team did in setting up the 2025 software "broke" the way Franklin data was imported last year (2024). Last year, you entered your Franklin Templeton userid and password, and all of the 1099-R and combined 1099-B/D data got imported in a single step. As I've hopefully explained above, that's not the case this year.
As far as I can tell, this "problem" is specific to Franklin Templeton. With American Funds or Hartford, you enter your userid and password, tell TurboTax to import, and all of the 1099 data comes over in a single step.
Clear as mud?
Fred
