MerrillHelp
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Look at MarilynG's advice from 2019
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Yes, it turned out we had too many transactions. Had to enter it manually.
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Just figured out today that OUR problem is almost certainly due to our Merrill tax report having too many transactions for TurboTax to accommodate. Merrill nice...
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No, I didn't have a Merrill account to report until this tax year.
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Beyond useless. Do I need to use something besides Turbo Tax? It looks like this has been going on for years. What a curse that I now have money in a Merrill ac...
Activity Feed for MerrillHelp
- Cheered Re: How do i fill out of unrealized cost basis information for securities subject to amortization... for dleverenz-sbcglobal. March 22, 2025 7:30 PM
- Cheered Re: Merrill - Unable to Import Information - "Please attempt to login again" error message - TurboTax Desktop 2024 (Windows) for irene58. March 22, 2025 6:42 PM
- Cheered Re: How do i fill out of unrealized cost basis information for securities subject to amortization... for dleverenz-sbcglobal. March 22, 2025 5:44 PM
- Posted Re: On the 1099-B, under "other transactions"- form 8949,(X)" there is an transaction listed as "exchange". It has a value for "proceeds" but no other. How do I enter this? on Get your taxes done using TurboTax. March 22, 2025 5:39 PM
- Cheered If the Cost Basis or Holding Period (long or short term)... for MarilynG. March 22, 2025 5:38 PM
- Got Cheered for Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance.... February 13, 2025 2:50 PM
- Posted Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance... on Get your taxes done using TurboTax. February 13, 2025 2:42 PM
- Posted Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance is BEYOND useless)? on Get your taxes done using TurboTax. March 20, 2024 1:41 PM
- Posted Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance is BEYOND useless)? on Get your taxes done using TurboTax. March 18, 2024 4:53 PM
- Posted Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance is BEYOND useless)? on Get your taxes done using TurboTax. March 16, 2024 1:14 PM
- Cheered Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance... for miker7861. March 11, 2024 2:54 PM
- Posted Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance is BEYOND useless)? on Get your taxes done using TurboTax. March 11, 2024 2:51 PM
- Cheered Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance... for MooreJS. March 11, 2024 2:46 PM
- Cheered Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance... for Jabe. March 11, 2024 2:46 PM
- Cheered Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance... for garyn63. March 11, 2024 2:46 PM
- Cheered Re: Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance... for TLHKayaker. March 11, 2024 2:46 PM