topic Import Tax Info from Merrill Edge in Get your taxes done using TurboTax

Import Tax Info from Merrill Edge

syoung123 — Thu, 25 Feb 2021 14:43:15 GMT

Hello - Does anyone have problem importing the 2020 tax info from Merrill Edge/Merrill Lynch? The 2020 Tax Report showed up online in the Merrill account on Monday (2/22/2021). In the morning of Tuesday (2/23), I was able to use TurboTax to import the data from Merrill to TurboTax. The I misplaced the downloaded TurboTax file, and on Wednesday (2/24) when I tried to re-import the data from Merrill, TurboTax showed a message "The 1099 import service for Merrill Lynch is not currently available. Please try again on Feb 25". I called Merrill and the rep. said it was available and I needed to contact TurboTax support. I waited until this morning (2/25) to try to import and TurboTax msg said it was not available for import again, and please try again on Feb 26 (Friday tomorrow). I haven't contacted TurboTax support yet, and want see if anyone has the same issue.

Re: Import Tax Info from Merrill Edge

BTFleisch — Thu, 25 Feb 2021 15:40:02 GMT

Yes, I have the same problem. Tuesday night I tried to import Merrill Lynch, and TT told me that Fidelity was unavailable. Yesterday and this morning, TT tells me that Merrill Lynch is unavailable - it's always unavailable until the following day (now, 2/26).

Re: Import Tax Info from Merrill Edge

kmahoney — Thu, 25 Feb 2021 17:49:32 GMT

Problem still exist as of 12:50 EST on Feb. 25. Import from ML has always worked fine in the past.

Re: Import Tax Info from Merrill Edge

RAJ101 — Thu, 25 Feb 2021 18:59:09 GMT

Tried last night 2/25 said try today, now today it says try 2/26

I will try to reach out to my ML side to see if they know something.

Re: Import Tax Info from Merrill Edge

NashayLO — Tue, 02 Mar 2021 20:45:30 GMT

By now, the imports from Merrill Lynch, should import. If not, Please see this TurboTax FAQ, What if I can't import my 1099? - ttlc.intuit.com

Re: Import Tax Info from Merrill Edge

syoung123 — Tue, 02 Mar 2021 20:56:57 GMT

it is working now. thank you.

Re: Import Tax Info from Merrill Edge

wt2021 — Fri, 12 Mar 2021 15:26:49 GMT

How did you fix it?

Re: Import Tax Info from Merrill Edge

kmahoney — Fri, 12 Mar 2021 15:35:55 GMT

I called by Turbo Tax Support and ML Support. ML knew of the issue and resolved it by the next day so the import worked fine.

Re: Import Tax Info from Merrill Edge

syoung123 — Fri, 12 Mar 2021 23:33:31 GMT

I waited until the next day and imported it. It worked. The issue appeared to be with ML, that the 1099s were not ready for import yet. It just worked on day, and then stopped and had to wait for a few days to be available again.