DBB1005
Returning Member

Get your taxes done using TurboTax

I'm having the similar issue e.g., a Turbo Ta (TT) message stating that I have no tax documents available in Merrill - when in fact tax documents are available in Merrill.  Each day I receive a message saying Merrill is unavailable for importing until 05:15 PT the next day.  I spoke to Merrill and they suggested that Turbo Tax may be only opening the gate to download Merrill information once a week.  Bottom line is this year Turbo Tax worked fine with my TD Ameritrade Accounts but isn't importing Merrill information.  Like other  members I've been a long time TT user and have imported tax info from Merrill for the past six years with no issues.

 

Can anyone at TT Support comment on the "gate" to Merrill information only being opened once a week?