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BFB1
Level 3

Import from Financial Institution

I am unable to import Financials from Merrill Lynch for 2025 tax year. When will this issue be resolved? 

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1 Reply
M-MTax
Level 15

Import from Financial Institution

It should be resolved (as of yesterday). However, it could be that your 1099-B statements are not yet available in the proper format from Merrill.

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