cwd37
Returning Member

Turbotax won't import all tax documents from Merrill Lynch

I have 7 accounts at Merrill Lynch of which 5 have tax documents for 2019.  I'm only able to import forms for 2 of the 5 accounts.  I get a list of 8 items across the 2 accounts and nothing from the other accounts to chose from.  Of course, the account with the longest 1099-B isn't importing, so I'd like to get this fixed.

So....how do I get the import to see all of my accounts with tax documents?