Question
Download Tax files from Merrill Edge
Hello TurboTax community.
Few days ago I wrote a message in this community board, that I had a problem for TurboTax communicate and download tax information from Merrill Edge account. Finally, I found a problem and was download tax information and finished my 1040 tax return by using TurboTax. Bank of America becomes crazy with computer security and introduced few extra steps when TurboTax asking for connection with Merrill Edge account.
- Merrill Edge issued downloadable tax files 4 (four) days later after it issued Consolidated 2025 tax report in PDF format. So, for 4 days TurboTax was not able to establish communication with Merrill Edge.
- I made a few steps with my Windows and Google Chrome settings: VPN off, Block Third Parties OFF, Pop-Ups permitted.
- The Merrill Edge send a Pop-Up message on my screen, after all few security steps were accepted by Merrill. This Pop-Up had a strange address and “Block” and “Allow” points. I accidently clicked “Block” and this caused all problems with downloading of the tax files.
- So, to fix this “Block” issue I went to Merrill Edge account. Security Settings- Third Parties Access. It had “Intuit” permission to communicate (?). “Remove” this permission and Off from account.
- Started communication between TurboTax and Merrill Edge again and clicked “Allowed” when this Pop-up showed up again. Minimized Google Chrom window and TurboTax windows with permission to download few tax files was shown.
I hope that my message will help someone who had problem for communication between TurboTax and Merrill.
Regards, Joseph
