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Get your taxes done using TurboTax
I think I know what the problem is. It's not about changing password, etc. It's the type of accounts you have at Merrill. I suspect TurboTax can only import regular brokerage accounts, not the Benefits Online accounts that your employer opens for your 401k/retirement or equity awards. These two types don't share the username and passwords.
March 30, 2025
8:17 AM