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Get your taxes done using TurboTax
That could easily be the problem in some cases. In my case. all my Merrill accounts have the same username and password including brokerage accounts, cash management account, loan management account, college funds for grandchildren, IRA accounts, and I couldn't import anything after a Turbotax update in early February, until a Turbotax update around the first of March.
March 30, 2025
8:37 AM