Exactly - what's the benefit of TT if, as TT claims, one can import tax related records from financial institutions. This appears to be a common problem. Should we reach out for legal advice?
I'd recommend you reach out to your financial institution and ask they remove their institution from TT's partner list. If you have a broker or investment advisor, contact them and complain (politely). For a large bank, contact the C-Level office. If you're a private banking client, contact the Chief Officer for Wealth Management.
Manually keying a 1099 isn't a work-around. That's ridiculous. Worst, TT crashes after reporting success. Not exactly a "premier" software package.
