It is very frustrating. Funny thing is I had always used my sign-in, not my wife's, and info always imported to TT without issue until this year. I'm going to t...
Finally resolved the problem after discussing with my Merrill advisor. Established a separate Merrill account for my wife’s IRA a few years ago setting up separ...
I'm also having the same issue of trying to import Merrill tax info into TurboTax. Never had a problem with this before and can't understand why now. My Chase B...