1099-DIV blank after import

Forum|Forum|5 months ago
February 17, 2026
5 replies
76 views

I am attempting to import 2025 1099-DIVs from 2 institutions: Charles Schwab and Merrill Lynch. After logging into their sites (from within TT), it shows an animated gif of TT talking with the institution. After a while it says 'All done!'. I return to TT and forms are blank (except for Financial Institution name, Fed ID, and my Account numbers). Additionally, Form 1099-B is not imported at all. I have been doing this for several years! I do not want to input all the 1099-B info manually! Suggestions anyone?

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LaShaunA3

Level 6

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sjreedAuthor

Level 2

Deleting Cache / Cookies for 'all time' had no impact.

After clearing cache / cookies, I instructed TT to 'Add Investments'. I selected Merrill from the dropdown and clicked continue. The browser opened, I entered my credentials, it did it's thing, I got the message: Success! We got your tax data. You can now return to TurboTax.

I returned to TT and clicked 'Back'. Note: This is not very intuitive! If I click Continue it takes me through the import process again! Skip Import takes me to a blank form!

But clicking 'Back' shows what I have imported, and I have no 'Merrill' data!