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Level 2
February 10, 2025
Question

won't import my Merrill Lynch account information- says no tax data to retrieve

  • February 10, 2025
  • 2 replies
  • 44 views

I tried to import my Merrill Lynch account information. It came up " There is no reportable year-end tax data related to your Merrill lynch account". When I log in separately to my Merrill Lynch account, the tax info is there? Please help.

    2 replies

    CatinaT1
    Level 15
    February 11, 2025

    If you are using TurboTax Online, try importing using a different browser.

     

    See the following TurboTax Help articles for potential fixes:

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    Level 15
    February 11, 2025

    My ML tax documents were available as a PDF yesterday morning but they did not become available online until very late last night (or early this morning).  You may just need to wait an extra day or so for the ML system to refresh.