Dawn,
I am afraid the solutions provided did not work.
The import was not too large
Merrill is a 1099 partner
The import files were ready as of 2/1/2025
The ultimate solution, although I do not understand why, was to change my Merrill password. Once I did this, the import worked fine. My previous password worked in Merrill, but for some unknown reason when I used the same ID/Password in TurboTax, I could not log in.. Simply changing my password in my Merrill account and then attempting the import with the new password worked.
Still not sure why.
FYI, This took weeks of digging and multiple calls to both Merrill and TTax support representatives. It would be valuable if this solution was suggested earlier or posted more prominently.
Thanks,
