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Get your taxes done using TurboTax
Merrill Lynch has changed their name to Merrill or Merrill Edge. If you transferred your 2021 data to the 2022 return and try to download the Merrill tax info you get numerous "no tax related info" message. You have to delete all the "Merrill Lynch" named accounts in the 2022 set up and then download your Merrill tax data. Once I did that it works. I also have been working with the Desk Top Premier versions.
March 22, 2023
5:23 AM