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

[user17718139457]

• 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]

@ 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

[errylrichter125]

Stifel works now for multiple accounts but didn't retry for Computershare accounts.

[aysoref]

@errylrichter125 Care to elaborate how Stifel relates to our collective TurboTax data import problem ?

[mb666]

I just started my taxes today and immediately ran into this also. Very frustrating. Please fix ASAP.

[user17718139457]

I am using TT Premier desktop. I  know S/W programing. The fix is easy, just compare accoonts number before they delete the data or let you choose  to delete not. They are going to loose altot of customers next year it they don't fix it,

[user17718139457]

Calculation will be 100% correct, but garbage  IN / garbage OUT. 

Seem like they do not think it is a problem, because you can do the manual input of the 1099.

I guess at TT nobody files  a joint rreturn.

[halljatx]

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.

[taxnovice]

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.

[drcox]

Same issue, TurboTax Premier for Desktop (Mac) here.  Super frustrating as I have already imported half my accounts with 100s of transactions needing review, ESPP details, etc. and now need to import new 1099s that just came online.  I will have lost several hours if I have to redo everything.

Though @Polkadot1 is reporting some improvements I am curious whether it's the difference between:

(1) Multiple accounts for different individuals at the same institution vs.

(2)  Multiple accounts under the same individual at the same institution 

Scenario (1) has worked for me with our accounts at Chase.  TT has two different "blocks" of imported docs from Chase.  (one associated with my wife's logins and retirement accounts, the other with my login, my retirement accounts, and our shared brokerage accounts).

But Scenario (2) still fails when I'm trying to import new 1099s from my Chase account that were not available during my first import.  Did all the steps folks describe, I can uncheck all the already-imported docs, yet TT still forces me to delete all the work I've done.  

Any hope of a refined fix?  

- Manual import using category summaries is not a great option due to some wash sale rules (no way in TT to summarize those wash adjustments, would probably need a workaround adjustment in form mode)

- Using TT online is also not a good option because for some reason TT online doesn't correctly categorize my investment sales (short/long term, covered/noncovered imports correctly on desktop but not on web version) -- and there are about 2500 total transactions that would need to be individually recategorized. 

[aysoref]

Today's TT update (3/15/2026) did not resolve this bug. As a veteran SW engineer, I realize (and sympathize with) the TT developers having to fix many bugs in a "fire drill" situation, i.e. with tax season in full swing. It is also understandable they have to prioritize the bug list and work on those that affect most customers, OR those the management tells them to work on.

THAT SAID, the most outrageous part of this saga is the complete lack of honest, open, intelligent feedback from the relevant TT sources. I (and probably many of us) would much appreciate a message similar to what I myself was sending out to our customers, along these lines:

"To our TurboTax customers experiencing this problem: I <<insert name or handle>> am part of the SW development team of TurboTax. We are fully aware of the problem and were able to replicate it in our environment. It is indeed a bug we intend to fix. It is in the developer's queue to be addressed in the near term. Estimate of completion is <<insert something here>>. I promise to keep you informed of progress towards resolution, among others by posting follow up notes in this forum".

Wouldn't that be nice? 

[Polkadot1]

@drcox I was having trouble with Scenario 1 that you referenced (multiple accounts for different individuals at the same institution).  In essence, it was requiring me to delete my 1099s if I wanted to import my husband's 1099s (different logins, multiple 1099s, different account #s, etc.).  It was not going to allow a second, separate import session from Fidelity if it saw that one already existed.  After about a month of complaints on this board, they got it fixed, at least for me, for Fidelity.  My return now includes two imports from Fidelity.

I did not try what you suggested in Scenario 2, unselecting some form 1099s I had already "worked on".  So I don't know what would have happened, or was happening, in that scenario.  

[Polkadot1]

@aysoref You'll be surprised (as I was) to learn that TT Support reached out to me directly via email to see if my issues had been resolved (which they had).  This was a couple of weeks ago.  It was a nice back and forth, and I felt the rep listened to my ranting.  My sentiment was actually quite similar to yours in the exchange with TT.  I'll quote a line or two from their reply:

The tricky thing with these issues is that they are very hard for us to recreate. But we do take what our users share seriously. Things sometimes just take time. 

With so many users of the Desktop version reporting this same issue, I do find it hard to believe they wouldn't be able to recreate the issue.  But it would require the financial institution to allow them access to dummy logins, accounts and forms.  I would imagine they would have this access with each institution in order to conduct proper beta testing before making the software live.

[aysoref]

@Polkadot1 I hear you. On one hand, it is nice of TT support to get in touch and chat about their bug. However, the statement    "The tricky thing with these issues is that they are very hard for us to recreate ... Things sometimes just take time."  sounds hollow in this case. Clearly, to verify that data import works at all, the TT developers, or their SQA group must have access to at least one financial institution with synthetic / dummy logins and synthetic accounts. And clearly, they have access to more than one such account at that financial institution, to verify several 1099-R and 1099-DIV will download correctly.  With this is place, all they have to do is follow the simple steps we all describe - repeatedly - in this thread. It is NOT rocket science. It is NOT "very hard to recreate".   Well-meaning as the tech support personnel might be, my response would have been "let me write down for you the trivial use case, and the corresponding test case procedure, and if the SQA team cannot follow it, please find another SQA team who can".   We, the software professionals know better than to accept such boilerplate statements.

Peace

[drcox]

@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.