PaulT73
New Member

Get your taxes done using TurboTax

Friends, You are not alone. I have not gotten anywhere with the front line 800 number customer support people at TurboTax or Merrill. They are not aware of the problem and fumble around and waste your time. I have "elevated" my issue to a higher office at TurboTax with a very responsive person (in the President's office) who has promised to look into it.  I sent multiple screen shots illustrating the problem. Check out ChatGTP or search for "24 Character Bank ID for TurboTax" about this issue and it will tell you more than you might want to know about this problem, its history, its causes, and possible remedies.  

Bottom Line....I will badger Turbo and Merrill (I am a retired engineer and can get compulsive and we have time) but if you have to get your taxes in soon chances are you can transcribe from the PDFs they send and, supposedly (according to Chat) only summary of potentially many stock transactions are needed. (Merrill manages my portfolio)

Please share any info...

Paul