topic Taxforms from Merill Edge in Get your taxes done using TurboTax

Taxforms from Merill Edge

skth — Wed, 11 Feb 2026 01:20:53 GMT

I am using Turbotax deluxe desktop version on Windows laptop with edge browser. I am having trouble importing the tax forms from Merill again this year. first off all the Merill edge option is not showing in the options list. when I try to use Bank of America login and authenticate getting the below error

You can ask Bank of America if you'll get tax forms this year, and return to import when they're available. If you already have the info, you can enter it by hand. (902)

Anyone else facing this issue?

Re: Taxforms from Merill Edge

baldietax — Wed, 11 Feb 2026 01:32:52 GMT

there are many threads on this - others have reported success using "Merrill" which was added to the import list this evening.

Re: Taxforms from Merill Edge

skth — Wed, 11 Feb 2026 03:23:39 GMT

Thank you. It works now!