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Returning Member
posted Apr 14, 2024 3:25:58 PM

Several questions - TurboTax entry of personal info on 1040 form and I accidently deleted my old imported 2022 Investments Account numbers why??

Hello,

Several questions regarding the cd TurboTax Deluxe entry of personal info on 1040 form

 

Whenever I entered phone numbers for each of us, the last number entered became the default number, without regard to the primary person (me). Please record both (or more) phone numbers and use the primary person's phone number for contacting.

 

After entering most of my income information, TurboTax offered to delete my old imported 2022 Investments Account numbers. Which I promptly did. This cost me valuable time because I had not updated the information for the 9 accounts. Why would you allow such a thing? Only offer to delete data from previous import after the total current year has been accepted and transmitted. PLEASE. That was a lot of extra work because I deleted my prior year's investment accounts. What a mess. You wasted my valuable time.

 

Regards,

Glenn Potts - phone xxx-553-7785

and

Richard Horsfall - phone xxx-560-6994

 

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1 Replies
Expert Alumni
Apr 15, 2024 10:52:38 AM

Please call TurboTax Customer service.  Here is a link:  Turbo Tax Customer Service