Import Tax Info from Merrill Edge

Forum|Forum|5 years ago
February 25, 2021
4 replies
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Hello - Does anyone have problem importing the 2020 tax info from Merrill Edge/Merrill Lynch? The 2020 Tax Report showed up online in the Merrill account on Monday (2/22/2021). In the morning of Tuesday (2/23), I was able to use TurboTax to import the data from Merrill to TurboTax. The I misplaced the downloaded TurboTax file, and on Wednesday (2/24) when I tried to re-import the data from Merrill, TurboTax showed a message "The 1099 import service for Merrill Lynch is not currently available. Please try again on Feb 25". I called Merrill and the rep. said it was available and I needed to contact TurboTax support. I waited until this morning (2/25) to try to import and TurboTax msg said it was not available for import again, and please try again on Feb 26 (Friday tomorrow). I haven't contacted TurboTax support yet, and want see if anyone has the same issue.

BTFleisch

Level 2

Yes, I have the same problem. Tuesday night I tried to import Merrill Lynch, and TT told me that Fidelity was unavailable. Yesterday and this morning, TT tells me that Merrill Lynch is unavailable - it's always unavailable until the following day (now, 2/26).

kmahoney

Level 2

Problem still exist as of 12:50 EST on Feb. 25. Import from ML has always worked fine in the past.

RAJ101

Level 2

Tried last night 2/25 said try today, now today it says try 2/26

I will try to reach out to my ML side to see if they know something.

NashayLO

Level 9

By now, the imports from Merrill Lynch, should import. If not, Please see this TurboTax FAQ, What if I can't import my 1099? - ttlc.intuit.com

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