Cogswelj
Level 2
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UPDATE - after various troubleshooting steps w/TT specialists aimed at accomplishing the normal download from Merrill-Edge... a work around for anyone unable to...
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same as above - inability to download Merrill's tax forms to TT as of today - beep is experienced as in some other cases - this requires a lot of manual entry t...
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It's January 25, 2025, and "Add Investments" to import from Marcus by Goldman Sachs Bank USA results in an import for only the first two accounts. Multiple CD a...
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It's 2024 and the incomplete data download issue does not appear to have been addressed despite having been raised by multiple posters starting in 2020 (the ban...
Activity Feed for Cogswelj
- Got Cheered for Re: Import from Merrill Edge in 2025. March 2, 2025 5:05 PM
- Posted Re: Import from Merrill Edge in 2025 on Get your taxes done using TurboTax. February 22, 2025 10:15 AM
- Posted Re: Import from Merrill Edge in 2025 on Get your taxes done using TurboTax. February 22, 2025 7:01 AM
- Cheered Re: Import from Merrill Edge in 2025 for wesgoodwin. February 14, 2025 6:00 PM
- Cheered Re: Import from Merrill Edge in 2025 for gdcommunity. February 14, 2025 5:59 PM
- Cheered Re: Import from Merrill Edge in 2025 for UmmaSmith. February 14, 2025 5:58 PM
- Posted Re: Result of auto importing 1099-INT is wrong. The bank is Marcus by GoldmanSachs. Auto import only pulls number from one account, while there are multiple accounts. on Get your taxes done using TurboTax. January 25, 2025 6:08 AM
- Got Cheered for Re: Turbo tax received my data from my Marcus Goldman Sachs account, not all the data apparently came though, I have other CD's with them that are on my 1099-Int statement. April 9, 2024 4:40 PM
- Posted Re: Turbo tax received my data from my Marcus Goldman Sachs account, not all the data apparently came though, I have other CD's with them that are on my 1099-Int statement on Get your taxes done using TurboTax. February 10, 2024 9:28 AM