@16biglevel That is very unlikely, in my humble opinion. Since the import is a separate process from the version of TT that you are using, it would be unusual, in my opinion, for the data from one broker to TT to work differently in any version online or downloaded. What is likely is that there may be a glitch in the interface between Merrill and Schwab, since others have complained about this in the past, or that the data was not yet available when you tried to download (the most common complaint about automated downloads from brokers.)
I would note that automated import of tax data from a brokerage is NOT an essential feature to completing your taxes, although it certainly is nice. And, as others have noted in this thread, a "successful" import should still be carefully cross-checked, since you are responsible for the correct input not TT. I find that if it imports, usually it's successful, but these things apply:
1) The data is never available for automated download before it is available to you on the broker's website.
2) There is a delay between the posting of the data on the broker's site and the time they make it available for automated import, usually one to three days.
3) When it imports, I want to check each major area--interest, dividends, stock transactions--4 kinds, covered (cost data reported) and uncovered, short term and long term. Additional data may be needed, especially for uncovered (no cost data reported) transactions, if any.
Also, remember that if you are manually entering, it's easiest to do summaries for the major areas listed above, and then send in the supporting data after filing electronically, as is allowed by the IRS.
I hope this helps and I hope you have already succeeded as well :-).
