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

[NotSoTurbo]

Why do we keep seeing the same responses that DO NOT RESOLVE the problem.

Just to prove a point I went to the extreme to make sure I have disconnected from my financial account.

After the first import:

1) I closed Turbo Tax 

2) With turbo tax closed, using the same browser used by TT for the first import, I relogged into the financial site and

3) Logged out of the financial website

4) Cleared Cache and Cookies in Chrome

5) I changed my default browser from Chrome to Fire Fox (I have not used Fire Fox for anything..including accessing my financial account

6 Cleared Cookies and Cache in Fire Fox (even though it served no purpose)
7) Attempted the second import using different credentials than used in the first import. This time Turbo Tax used Fire Fox instead of Chrome and TT still wanted to delete the previously imported data.  The financial provider could not be more disconnected, short of using a different computer for the second computer.

An important point that I did not share before is that the list of accounts that was displayed in the first import was completely different from the list attempted to be imported on the second attempt. No duplicate account numbers. This proves without a doubt a new connection has been established with the financial website.

It is shameful that Turbo Tax support will not even acknowledge this is PAINFUL problem being experienced by their customers.

[Polkadot1]

@CatinaT1 @MarilynG1 Why can we not get this issue elevated to a higher level of support?  Clearly numerous people are now encountering this problem, and it needs to be verified by your in-house technical team, and they then need to forward the issue to your programmers so it can be fixed in an upcoming update.

This is not the first issue I've worked on with you guys through this message board, and I suppose that is how I got to Level 4.  I remember years ago the difficulty I had in even getting you guys to acknowledge the "Obamacare" Premium Tax Credit calculations were wrong for people who made over 400% of federal poverty level!  But after a couple of months of not letting the issue go, miraculously TT acknowledged that YES it was incorrect, and a fix would be forthcoming (it was corrected just a few weeks before April 15 of that year).

So, please, pretty please, can you forward the multiple login, multiple 1099 import from same institution issue along to the people who are responsible for investigating legit issues and arranging for them to be corrected?  I know these things are hard to explain and a bit technical, but we really do need help here.  As others have mentioned this has nothing to do with browsers, cache, cookies, etc.  Fiddling with dropdowns won't help.  Rain dances are out of the question. 🙂

[MarilynG1]

Thank you for your feedback on this issue.  We will report this.

@Polkadot1 

[Polkadot1]

Thank you.  Much appreciated!

@MarilynG1 

[errylrichter125]

I'm having the same issue in Windows based Turbo Tax Premium, where there are multiple 1099 forms from the same provider and importing a second a third 1099 import deletes all previous imported information. No option to not delete "old data" with import

[msloss]

I received an update to Turbotax this morning, but no fix for this issue in it.

Also, why do I need to reauthorize account sharing with Merrill Lyynch every time I import?