None of these were the source of my problem importing Merrill files. In early Fehruary, I imported some of my Merrill files, with disabling my Anti-virus software, without updating Turbotax, without deleting cookies and caches, and without checking on 3rd access at Merrill. After this problem appeared, about the first week in February, I tried a whole variety of things without effect, ncluding deleting all cookies and caches, uninstalling and reinstalling Turbotax, and doing an update, to no effect at all. As far as third party access, Merrill does not require anything special unless the 3rd party is logging in under a different username and password. Anyone can log in using the client's username and password from another device without anything being done to enable this. In addition, my Merrill account lets me record log in attempts, and all the times this process failed, Merrill data showed there were no attempts to log in by Turbotax, Intuit or any other party, except myself. Turbotax was not even trying to log in to import files. After this problem was resolved, apparently through an update about 3 weeks ago, I was able to import files from Merrill without doing anything special, and my Merrill log of attempts to log in showed the access by Turbotax.
