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I cannot I transfer financial information to TurboTax, and that is very important to me.

I was able to import inancial information from Charles Schwab to this year's tax forms. However, I cannot do so with Merrill Lynch or with TIAA. There is way too much information for me to do this by hand, and I have not had this problem in the many years I have used your product at this time of year. What do I need to do? I have tried a variety of browsers, including Firefox, Google Chrome, and Microsoft edge. Nothing helps.

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1 Reply
CatinaT1
Expert Alumni

I cannot I transfer financial information to TurboTax, and that is very important to me.

See the following TurboTax Help articles for potential fixes:

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