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Level 2
posted Mar 2, 2023 7:34:55 AM

I am unable to import my tax info from Merrill Lynch

I am using Turbotax Deluxe on a Mac. I repeatedly get message:

 

 

I have been getting this error for over a week. It IS NOT a username/PW issue. I am able to login to Merrill Lynch's website using the same credentials. So far no one at TurboTax or Merrill Lynch has provided any help.

 

Today I started an online return and got this error when trying to import:

0 4 400
4 Replies
Level 15
Mar 2, 2023 7:56:40 AM

You can log in here?: https://olui2.fs.ml.com/login/signin.aspx

 

Also, are you using desktop Deluxe for a Mac or online? Your screenshot shows "RaceMode".

Level 2
Mar 2, 2023 8:17:31 AM

I have tried both the software and the online version. Neither one works. I just changed my PW at Merrill Lynch just for laughs and it still fails.

Level 15
Mar 2, 2023 8:26:03 AM

@TLHKayaker wrote:

I have tried both the software and the online version. Neither one works.

If you tried with a desktop product and an online version, the issue must be specific to your Merrill account (in some way or form). I have no idea what that could be, but you should contact Merrill and request additional assistance.

 

I have several test returns and tried importing from four different Merrill accounts and had no issues with the imports. This sounds like it could be on Merrill's end somehow.

Level 2
Mar 2, 2023 9:38:01 AM

Thanks, I have contacted ML several times. They have been no help so far.