topic Import from Merrill in Community Basics

Import from Merrill

user17702494042 — Thu, 05 Feb 2026 00:42:33 GMT

I am not finding Merrill /Merrill Edge in the import from financial institutions. Anyone else having this experience?

M-MTax — Thu, 05 Feb 2026 01:30:41 GMT

@user17702494042 wrote:
I am not finding Merrill /Merrill Edge in the import from financial institutions. Anyone else having this experience?

Yes....everyone. H&R Block does not have Merrill Edge in their list of financial institution imports either.

This must be something Merrill is working out with the developers of tax prep software.

M-MTax — Sat, 07 Feb 2026 16:02:24 GMT

NOTE: Thos impacted by the absence of Merrill Edge at this point should contact their FAs at Merrill.

The reason being is that Merrill Edge is also missing from other DIY tax prep software (e.g., H&R Block).