topic I'm unable to upload Merrill -Merrill Edge 1099 to Turbo Tax Deluxe in Get your taxes done using TurboTax

I'm unable to upload Merrill -Merrill Edge 1099 to Turbo Tax Deluxe

yuchienk — Sat, 01 Mar 2025 01:12:31 GMT

I'm unable to upload Merrill -Merrill Edge 1099 to Turbo Tax Deluxe for tax year 2024. The error showed

Merrill -Merrill Edge:

Please attempt your login again. If you continue to have difficulty. Please call 1.800.MERRILL (737.7455). I called them and worked with them. There is no issues with my account and they said they can't help with Turbo Tax upload. Asking me to contact Turbo Tax. There is no phone number I can contact Turbo Tax. The phone number [phone number removed] wouldn't route me to a real person.

Re: I'm unable to upload Merrill -Merrill Edge 1099 to Turbo Tax Deluxe

yuchienk — Sat, 01 Mar 2025 01:19:39 GMT

I changed to Two-factor authentication off and error showed

There is No Reportable Year-End Tax Data Related To Your Merrill Lynch Login Id. I had verified with ML and I can even see the tax document in my account. Please help

Re: I'm unable to upload Merrill -Merrill Edge 1099 to Turbo Tax Deluxe

CatinaT1 — Wed, 05 Mar 2025 17:44:37 GMT

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

See the following TurboTax Help articles for potential fixes:

Re: I'm unable to upload Merrill -Merrill Edge 1099 to Turbo Tax Deluxe

yuchienk — Sun, 09 Mar 2025 03:38:00 GMT

I'm using desktop. I changed my default browser and still not be able to upload

Re: I'm unable to upload Merrill -Merrill Edge 1099 to Turbo Tax Deluxe

JotikaT2 — Fri, 14 Mar 2025 02:06:16 GMT

Make sure you have also enabled third-party authorization on the brokerage side. You can follow the tips in this link to enter the summary of the transactions based upon the holding period and type of sales.

TurboTax will prompt you if you need to mail anything else in after electronically filing your tax return. Please see "Do I need to mail anything after I've e-filed" for more details.