Funny thing, I tried importing my Merrill Lynch tax information today before filing and it actually worked. I had not tried importing this year since I tried last year with no success.
Based on the information I provided earlier about using the Page 3 and 4 Summary, everything was spot on. You do have to list all sale proceeds to show a profit, loss, or "wash" as well which is not contained on the page 3-4 summary. This information is shown elsewhere.
