Not able to upload Merrill-Lynch or Fidelity 1099 information.

When I try to upload 1099 information from Merrill-Lynch and Fidelity I get an error message saying my user i.d. and/or passwords are invalid.

I know for a fact that my credentials are correct as I use a auto propagator to input my credentials.

I have also logged into each site with the exact same credentials outside of TurboTax and have no problems logging in.

Any ideas why I am having this problem?

Level 13

Please review this FAQ; if you are still experiencing issues after the fact, reply here and we will further assist.

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Level 2

My institution participates with Turbo Tax

My credentials are correct.

I will wait until end of the month to see if it is an issue with my institution's uploading settings.

Thanks for the info.

Level 13

You're welcome; ok sounds good - feel free to let us know the outcome.

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Anonymous

Here is one solution here:

9 replies