Jabe
Level 3

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.