topic Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch in Get your taxes done using TurboTax

Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

tuanngnttax — Wed, 18 Feb 2026 11:33:18 GMT

In TurboTax Home & Business 2025, I was able to select "Merrill" from the list of banks or brokerages and was able to login successfully when requested. Then I selected my Merrill's account and hit the Continue button. Then I was able to provide consent on sharing data with Merrill Lynch by putting a check mark on "....Share my data..." statement and hit "Share my data" button to continue. Then the new page is displayed. This page contained Merrill Lynch website link, phone number, some statements, an option to turn On/Off for auto download if file is available, and an OK button. On this page I then turned on the option for auto download and hit Ok button, but it didn't do anything after that. There is no download or import and no status at all. I have tried this process several times already and all were unsuccessful. I even changed to a different browser (Chrome or Firefox) and disabled virus software or firewall, then same unsuccessful results. I was able to import from Bank of America and Charles Schwab successfully, but not Merrill Lynch. Maybe my TurboTax data is not ready even though my PDF file is available now for downloading from Merrill website.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

FatDave — Thu, 19 Feb 2026 18:50:59 GMT

Same issue here. But, one of my accounts at Merrill does download and another one (the Edge account). does not download even though I see it in pdf form in my ml.com account. I called Merrill and they stated all looked good on their end.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

tuanngnttax — Thu, 19 Feb 2026 18:57:42 GMT

Did you get that screen "Let's get your forms" with an OK button and an option to turn on for auto download if available? At the end I got this screen and that's it, no download or doing anything after I hit that OK button.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

FatDave — Thu, 19 Feb 2026 18:58:20 GMT

yes i did get that screen

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

tuanngnttax — Thu, 19 Feb 2026 19:02:20 GMT

And it didn't do anything for your account Merrill Edge after you hit OK button?

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

tuanngnttax — Thu, 19 Feb 2026 19:22:18 GMT

Any way I will try again at the end of this month, if still no download, then I will generate one for myself. I knew how to do it and yesterday I have generated one temporarily & tested in TurboTax successfully.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

FatDave — Thu, 19 Feb 2026 20:25:58 GMT

Correct, nothing was downloaded.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

tuanngnttax — Sun, 22 Feb 2026 15:18:59 GMT

I still couldn't download 1099-B from Merrill. I went ahead to watch this YouTube video to finish mine. It was easy for me. If you are interested, then see the video below. You can skip the 1st half video to prepare the CSV file because you can download the CSV file from Merrill too. This YouTube video showed how convert 1099-B PDF file to TXF file for tax preparation software by first converting PDF to CSV; then converting CSV to TXF with online tool from website, 1099bimporter.com. This process included the wash sale too.

https://youtu.be/o7w907Ryr-Y?si=iFlHlnRl9MrMCJMq

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

Lacedog — Sat, 14 Mar 2026 22:25:46 GMT

The "Allow" button is pressed but nothing happens after that. Says if no pop-up menu, then data was imported. But nothing -no data transferred.

I would not have purchased TT if my brokerage statements could not be imported. I'm having the same problem with Wells Fargo Advisors.

Does anyone have better results with another tax software? After decades of TT, I'm ready to move on.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

tuanngnttax — Sun, 15 Mar 2026 07:55:33 GMT

Yes, it is sad though. I still couldn't download the 1099-B file in TXF turbotax format. I have been with Merrill Lynch for a decade already and never have problem with downloading for TurboTax software until this year. Oh well I had already created my 1099-B form for TurboTax a few weeks ago by following that YouTube video as a direction. I only wasted 1 hour for it. I chose this route for my tax 2025 because I have no choice.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

jcaldwellpe — Mon, 23 Mar 2026 20:25:58 GMT

i HAVE SAME PROBLEM FOR WEEKS NOW. SOMEBODY FIX IT!!!!

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

user17743841518 — Tue, 24 Mar 2026 20:35:31 GMT

I had the same problem. If you are using Chrome... I asked Google if the computer has something blocking importing data frome Merrill. The answer was yes and they told me how to fix it. It worked.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

tuanngnttax — Tue, 24 Mar 2026 21:12:58 GMT

I used Chrome first and it didn't work. I also used Firefox and Edge and the same results. So how did you make it work on Chrome?

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

Lacedog — Wed, 25 Mar 2026 22:16:39 GMT

I changed default browser from Chrome to Microsoft Edge and it seems to have worked. Thank you all!
I now have another issue which I should post separately. Wells Fargo Advisors not listed and having problems importing.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

ddfriedman — Thu, 26 Mar 2026 17:18:13 GMT

I have had the same problem. Everything works at the Merrill end, I get an email from Merrill saying I have given Intuit permission, but then Turbotax says it has failed and to try again in a few hours.

To add insult to injury, the phone number Turbotax says to call is Merrill not Intuit. That is not support.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed sha...

CatinaT1 — Thu, 26 Mar 2026 17:26:38 GMT

Helpful TurboTax Articles:

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

JAFO59 — Thu, 26 Mar 2026 19:21:41 GMT

UPDATE - Mar 26, 2026

I too have REPEATEDLY over a 2-week period AT VARIOUS times of DAY\NIGHT attempted to import my Merrill Lynch Brockerage account tax forms into TurboTax and it fails.

- I have disabled everything imaginable on my desktop

Anti virus, AdBlock Plus, enabled 3rd party cookies.

Turbotax finds Merrill, I enter Merrill Userid\PIN and click the box share my data

and after 30 seconds receive the Merrill message

Merrill is currently unavailable

There’s likely a technical issue or high traffic volume at their website. If this error persists for more than a few hours, contact us. (105)

It is a Merrill I.T. issue and I am done with investing with Merrill for this VERY reason.

I just began investing with them through a Fund manager recommended to me who is useless after he signed me up and doesnt respond to my emails for assistance.

GOING BACK TH BNY...

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

JAFO59 — Thu, 26 Mar 2026 23:13:48 GMT

Same here 9Mar 26, 2026)

I've tried many times over the last 2 weeks and various times getting the same message that Merrill is unavailable...

I called their horrible support and the depth of their knowledge is

"Clear your browsers cache and Temp IE files and try again". How elementary for tech support.

As a retired 35 year I.T. Architect I'm fluent in ensuring there is nothing on my desktop preventing the API connection from TurboTax to My Merrill account.

TurboTax is able to import my BofA, BNY\MELLON, Vanguard with NO problem.

This Merrill company is NOT long.

I contacted my Merrill Rep today and informed him "Merrill has NOTHING up on any other brokerage fund managers and I am TERMINATING my account relationship with Merrill and going 100% allocation with BNY\MELLON where I have been a client of theirs since 1980 with ZERO issues.

MERRILL \ BofA S U C K S

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

txmasTT — Fri, 27 Mar 2026 15:33:44 GMT

I tried switching to safari and it still didn't work. I called Merrill and they said they problem isn't on their end. I am using the desktop version so I don't know if that makes a difference..

DID ANYONE FIND A FIX HERE?

Re: Unsuccessful importing tax documents from Merrill Lynch after successful logins & allowed share data with Merrill Lynch

cdhorvat — Tue, 07 Apr 2026 15:08:01 GMT

I get the same message, try again in a few hours. I am using Edge. I called Merrill and TT, both said that it is a known problem on TT side. I received an email from TT saying it was updated, so I tried today, and the same exact result. Very frustrating!