Update: Intuit Investigation No. is INV-1812
1) Online version of TurboTax does import data from Chase just fine (you have to select "Chase Bank" as there is no option to select "Chase Investments"). I verified that it pulls the information correctly.
2) Desktop version is still broken. Intuit acknowledges this issue and they are "diligently working to address"
On the bright side, they asked me to switch to Online version with a 20% discount while trying to return the CD to Sam's for a refund (not sure if Sam's will even accept a return on an opened CD). Alternatively, you could try your luck with the following link to get a refund on your Desktop version. I think if enough folks try to get a refund, Intuit will get off their seats and fix the problem?
How do I request a refund for my TurboTax product?
I'm so sorry to hear that you’re experiencing these issues. This sounds like a frustrating situation, and I want to help. I have looked into this for you and currently, we are aware of this issue, and we are working diligently to correct this. I know this is a stressful time and I want you to know that we take every single error seriously! Thank you for your patience. -Debra
