Did you forward 2022 Merrill acct data into the proforma 2023 return? If so, delete the Merrill account data and then try to download again. It was a fix we use...
Have you received noticed that the information is ready to download? May be a timing issue. Brokerage information is usually not available until after February....
Merrill Lynch has changed their name to Merrill or Merrill Edge. If you transferred your 2021 data to the 2022 return and try to download the Merrill tax info y...
Go to the interest and dividends screens and you should see the ML interest and dividends accounts but without amount information. Click on each one and hit del...
Merrill Lynch changed their name to Merrill. If you transferred your info from your 2021 return into the 2022 return you have to delete the Merrill Lynch accoun...