NanoNanoNano
Returning Member

Get your taxes done using TurboTax

There's been a *minor* change since yesterday... The  error message today reads "The 1099 import service for Merrill Lynch is currently unavailable."    So the erroneous "Fidelity Investments" phrase in the error message from the past 2 days has now been replaced with the correct phrase "Merrill Lynch."   A baby step... but someone is apparently looking at this issue!

 

In response to recent questions from other Community members who are also experiencing this Merrill Lynch import problem:

 

I had first tried the import from Merrill two days ago, and I immediately got the "try again tomorrow" error message;  I have never gotten as far as a logon screen for access to my Merrill account, so I have *not* been able to import *any* Merrill data for Tax Year 2020.   My "History of Imported Documents" shows 0 items.  So I do *not* believe that this problem is related to previous data imports. 

 

From my perspective, the TurboTax "door" to Merrill Lynch account access is simply closed and locked right now, and has been for at least the past two days.   I'll just keep trying each new day, until someone or something unlocks that "door."  Perhaps the next software update to TurboTax software will make a difference... just a guess!

 

It's certainly very frustrating!!  But personally, after 3 days of error messages when attempting an import from Merrill, I'm not yet ready to start entering tons of data manually into TurboTax.

 

My own tax reporting data on the Merrill website only became available on 19 February.  I then downloaded and installed TurboTax Home & Business 2020 desktop software onto my Windows 10 computer on 22 February.  Today is 25 February.  So I am not very far into the 2020 tax process; I will simply wait until this import problem from Merrill is resolved. 

 

"Your own mileage may vary....."