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Retirement tax questions
As of Feb 27 the import from Merrill has moved to a new status, but when it asked me to click "Allow" instead of "Block" after connecting to Merrill's site, the "Allow" button does nothing. I've used TT for a very many years and have had only minor problems importing my data from Merrill. This year is the worst imaginable experience with it.
‎February 27, 2026
2:05 PM