I print the Merrill Lynch summary pages, generally page 3-4 of the entire 40 page tax statement, and that contains all of the information you need for interest, dividends, misc., etc. Seems to be the easiest way I have found so far! Have any of you tried inputting manually this way?
I see no reason to import everything from Merrill Lynch when it can really be this simple.
This is the way I have been doing it for the past few years and have never run up against an issue with the IRS. I do not list all of the trades individually, that would be nuts.
