@Polkadot1 would you be willing to reach back out to the rep who contacted you previously to let them know the problem is only partially resolved? The software still does not allow multiple imports...
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@Polkadot1 would you be willing to reach back out to the rep who contacted you previously to let them know the problem is only partially resolved? The software still does not allow multiple imports from the same account & institution without deleting all the previously-imported data. I would be happy to work with that rep (or some other) in a productive way to provide any information they need to help resolve this. Due to planned travel my personal tax deadline is 2 weeks earlier this year, so I'm quickly running out of time and may need to bail on TurboTax and try another product. Side note on QA test cases-- I could envision how this slips through, since multiple imports during different timeframes does, in a way, work. If all data imported perfectly and did not require any review or modifications, then sure, deleting and re-importing the same docs should be no issue. TT does not seem to be taking into account the possible customer pain of imperfect imports that require even minor clean-up. This wasted time adds up.