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user1770249404212

Level 1

Import from Merrill

Forum|Forum|4 months ago
February 5, 2026
1 reply
4 views

I am not finding Merrill /Merrill Edge in the import from financial institutions. Anyone else having this experience?

Level 15

@user1770249404212 wrote:
I am not finding Merrill /Merrill Edge in the import from financial institutions. Anyone else having this experience?

Yes....everyone. H&R Block does not have Merrill Edge in their list of financial institution imports either.

This must be something Merrill is working out with the developers of tax prep software.

Level 15

NOTE: Thos impacted by the absence of Merrill Edge at this point should contact their FAs at Merrill.

The reason being is that Merrill Edge is also missing from other DIY tax prep software (e.g., H&R Block).