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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?
‎February 20, 2020
11:54 AM