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Get your taxes done using TurboTax
It is very frustrating. Funny thing is I had always used my sign-in, not my wife's, and info always imported to TT without issue until this year. I'm going to talk again with my advisor about this as I would prefer just one account sign-in since both of ours have identical information. I've had zero problem in importing Chase tax information...thus appears to be a Merrill problem they need to fix.
‎February 25, 2025
5:25 PM