I see that Merrill and Merrill Trust Managed Accounts are in the list. If these don't seem to import your information you can try the following action.
- Download your Merrill tax documents.
- Select to add it another way
- Next you may be able to drag and drop off your tax documents
- Select Upload, Snap a photo or Import
This action did work for another person with a different company. Keep in mind this is an old thread and to keep your answers together you can start a new question.
@R_Michael
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