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Level 5

Question

Import from Financial Institution -- Why does it force me to "Delete Old Data" when importing Spouse's Tax Forms?

Forum|Forum|4 months ago
January 22, 2026
8 replies
45 views

My husband and I have separate logins for Marcus by Goldman Sachs and separate accounts. I'm attempting to import the 1099-INT forms from both logins (each under our separate SSNs) into our joint tax return. Once the first import is made (which works fine), I move on to the second import and when the second individual's set of forms (another login, same institution) are found and ready to import, my only option is to "Import and Delete Old Data" for Marcus. Thus, I have to manually enter one of the two individuals' forms. This was not a problem in past years' TurboTax software.

The programming apparently doesn't envision that you would legitimately want to conduct two imports from the same financial institution! This will present a huge problem when I get around to importing our brokerage account data from other institutions when they are released in a few weeks. These are complex consolidated 1099s with an enormous number of transactions.

Can someone look into this?

MarilynG

Level 15

After completing the first import, log out of your bank's portal. If you're using TurboTax Online, clear your Cache and Cookies.

In the Investments section, choose 'Add Investments' and start the process to sign in to your institution with the second set of credentials for importing.

@Polkadot1

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Polkadot1Author

Level 5

That did not work. I am still being prompted to "delete old data" when initiating a new (second) import from the same financial institution. In this case, Fidelity. It seems you don't consider that people will have multiple logins from the same institution. Joint tax returns are quite common! Where each partner has their own accounts / logins!

Help --- this needs fixing!

MarilynG

Level 15

Don't click on the broker name that remains in the box; select it again from the dropdown. It's not clearing out the old data. We are aware that people have multiple accounts with multiple logins; sometimes it takes a bit of tweaking to make it work properly.

@Polkadot1

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

user17718139457

Level 2

Desktop version has the same problem TurboTax needs to get off their ass and fix it all you got to do is give me a third option to not delete my data how hard can that be

user17718139457

Level 2

I have the desktop version I've tried logging off closing the TurboTax form deleting cookies out of my browser and even using a different browser but nothing seems like it works need to have a option to say you know import anyway give me all that you can give me all the warnings but at least Don't Force It to clear out my good data from the different account

msgregor06

Level 2

I am having the same problem with Discover.

I uninstalled and re-installed Turbotax 2025 Premier today but the problem persists.

aysoref

Level 4

@msgregor06 I feel your justified frustration. As I opined above, there is absolutely nothing one can do externally to get the required TT behavior. The TT engineers need to change their code.

user17718139457

Level 2

That's the stupidest thing you people can do total idiots look at the account number it's a new account number look at both the financial institute names account number this is ridiculous if you don't fix it I'm not going to use your program next year and I think 3/4 of the people that have those problems got to do the same does it anybody at TurboTax or anybody very did they notice this problem earlier I can't believe how Erica the company appears to be

aysoref

Level 4

@ user17718139457

Wow. Was honestly trying to understand the message. Admitting my ESL limits, I asked ChatGPT to simplify it for me. It came up with several options below. Sorry for the copious amount of text... Which version is closest to the original intent?

=========== ChatGPT suggestions ==========

Here are a few improved versions depending on the tone you want. Your original message is very frustrated (understandably), but softening it slightly will increase the chance support actually helps you quickly.

1. Firm but Professional (Best for Support)

I’m very frustrated with this issue. The account number on my return is a new account number, and if you look closely you’ll see that the financial institution names and account numbers are clearly different.

This should be an easy discrepancy to verify, yet the system keeps flagging it as a problem. It feels like no one is actually reviewing the details.

If this issue isn’t resolved soon, I will seriously reconsider using TurboTax next year, and I know others experiencing similar problems feel the same way.

Has anyone at TurboTax identified this issue already? It seems like something that should have been caught earlier.

2. Still Strong but Less Aggressive

There appears to be a mistake with how the account information is being reviewed. The account number listed is a new account, and the financial institution names and account numbers are different, which should clearly show that this is not the same account.

This situation is extremely frustrating because the discrepancy should be easy to verify. I would appreciate someone taking a closer look and helping resolve it.

If this continues to be an issue, I may need to reconsider using TurboTax next year. Has this problem been reported by other users?

3. Short & Direct Version

Please review the account information carefully. The account number listed is a new account, and the financial institution name and account number are different from the previous one.

This should be easy to verify, but the system keeps flagging it incorrectly. Can someone review this and help resolve the issue?

=========== End of ChatGPT suggestions ==========

I, along with many TT users, are still eager for their engineers to acknowledge the problem in this forum, and provide a fix.

Have a peaceful day

halljatx

Level 2

This is stupid and the programmers at Intuit need to fix this. I have an account at an institution and my spouse has a separate account at the same institution. We get separate 1099-INTs. There should be an option at import to "Add" or "Remove and Import". Instead the only options are to "Remove and Import" or "Cancel". Unbelievable that you think this is a "one-off" case. Come on Intuit.

taxnovice11_2

Level 3

I have turbotax premier and am going through this noncense now. I added all the joint and individual accounts in one go from fidelity back in early february. Fidelity held on to one account and released the form only this late. I tried importing it (after unchecking all boxes previously imported) and turbotax warned me it was going to delete all old imports for this account so as to minimize errors or some such noncense. I backed out and went through all google search results on this. I vaguely remember coming up against it last year and possibly before that. Don't know how I managed it. Anyway the only way I could do this is to select one of our two accounts where I had imported the least number of forms and then reimport them along with the new form fidelity released - I then went through all imported forms carefully to make sure there were no duplications or omissions.

Each form has a clear account number from the financial institution. when we check only selected forms in the import dialog box, it should only overwrite those checked forms if they existed and not everything for that account. This is such a simple fix - can't imagine what is going through their mind designing such idiotic interface. This must be affecting a whole lot of folks.

GoodShip

Level 2

upon running into this problem, I literally started looking for a "workaround" immediately, as I had little confidence TT would fix the issue this tax year, and was not gonna waste valuable time with "support". Which has been the case indeed, reading thru these comments. To resolve this issue, I assumed TT is dumber than rocks, and was using your user id from your financial account to recognize and determine if it needs to delete "previous downloads", which in itself is dumber than rocks (like I said), as many people have multiple accounts with the same institution. I guess that little item was overlooked by the genius software nerds and engineers.

Anyway, the workaround takes 3 minutes. Go to your broker or institution, and change your user ID. Password can stay the same. Then download additional items from your account., no issues as you outflank the software.

mb666

Level 2

I don't see how this would make any difference. My wife and I already have separate User IDs at the financial institution.. Regardless of which one I use first, TT overwrites the data downloaded previously under a different ID. The problem appears to be successive downloads from the same FI, regardless of the account there.

aysoref

Level 4

As many said already, a quirky workaround that makes a difference to this or that user are (a) not reliable and (b) do not apply to other users. We need to stay with the basics. This TT misbehavior [they may call it a 'feature' in an attempt to ignore it] is a bug hard coded into TT. Their engineers need to fix it. Nothing else will be a true solution. TT personnel refuse to admit this simple reality, refuse to engage in an intelligent / professional / in-depth dialog with us - the more knowledgeable users - and refuse to change this behavior. Very disappointing.

Spoken as a veteran SW engineer who has "been around such blocks" more times than I care to count.