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Get your taxes done using TurboTax
Hi, I have brokerage accounts with Merrill and Schwab. No problem downloading from Schwab through TurboTax. I have downloaded from Merrill in past years without a problem.
I spoke with the IT staff at Merrill. They can't do anything at their end because I can get onto their site fine with app and laptop.
Can I import via CSV or in some other way? I am not willing to type in over 100 transactions by hand.
‎February 25, 2022
12:50 PM