I called both ML and TT today. Merrill Lynch directed me to TurboTax; they said there was no reason we wouldn’t be able to download our ML broker statement. I did point out that there were multiple posts on TT forum the inability to import data into TT.
I called TT customer service; one possibility they mentioned was trying to download the data on February 15 when 1099B are due. Their reasoning was the possibility that ML doesn’t release all of the various 1099 data until that date.
