Finally resolved the problem after discussing with my Merrill advisor. Established a separate Merrill account for my wife’s IRA a few years ago setting up separate sign in/user name. However didn’t have official authorization to her account when setup. Advisor sent e-authorization for my wife's signature allowing full IRA access. Once processed, tried again importing all our Merrill’s tax docs into TurboTax using my wife’s username and password, and it worked! Everything got imported from all of our accounts! So problem solved as it centered on lagging access authorization doc from my wife. Even though we have separate sign-ins/usernames/passwords and all our account info is the same for both, TurboTax would only import using my wife’s sign-in.
