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Retirement tax questions
Neither Merrill Lynch nor Merrill Edge show up as financial institutions - only Merrill Trust Managed Accounts is an option.
I do NOT feel like doing this manually - that's NOT why I paid for TurboTax. How do we get this escalated? Merrill said all data for my accounts is available online and they don't understand why I don't have the option to import.
‎February 10, 2026
12:42 AM