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

[Polkadot1]

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?

[MarilynG1]

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 

[Polkadot1]

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!

[MarilynG1]

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 

[el1668]

The import function is still forcing me to delete old data I already imported.

[Polkadot1]

Surely someone is referring this issue to their programming staff.  We shouldn't have to fiddle with the dropdown to make it work.  The software needs to be updated to allow multiple downloads from the same institution, as it did in prior years.

We are pleading with you to get this fixed before April 15!

[msloss]

I am having the same issue with Merrill Lynch 1099s. Not all accounts are available yet, so when I download one that just became available, it erases the previous ones. So it forces me to start over to re-download all that are available and review them all over again. Please fix to allow only selected statements to import without losing the previous ones.