The 1099 tax forms (or 109x) import process was slated to be updated as part of TurboTax's replatforming effort.
109x import had a low customer usage rate, even though there were extensive user learnings on how importing made tax form entry quick and delightful. Import completion also had a mediocre success rate, which wasn't helped by failings at each stage of the import process. Moreover, there had been several different groups of owners for this feature over the past couple years, leading to a disjointed experience.
There were a myriad of challenges to attack. I needed to determine how to encourage users to import their forms and have better access to the functionality. The import experience needed to be streamlined so that users were able to quickly find their financial provider and get the right documents into TurboTax. Additionally, the history of the feature required that getting alignment from all previous stakeholders was necessary, the difficulty of which was compounded in the face of developer reprioritization and resourcing limitations.
After changes were developed per design, 109x import is performing 200% better than expected for the TY15 tax season.