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Level 5

Question

Import broker statement Merrill Lynch failed

Forum|Forum|3 years ago
February 24, 2023
2 replies
10 views

Tried importing statements today, after I see that Merrill has posted my tax reporting statements online. Import into TT desktop Home and Business failed, with message stating "Response from Merrill - Merrill Edge. There Is No Reportable Year-End Tax Data Related To Your Merrill Lynch Login Id."

Level 15

When did they post the 1099? This can happen if they were recently posted, as it can take 3 days or longer before you can import it into Turbo Tax.

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zacknauthAuthor

Level 5

Thank you. It was available a couple days later.

Level 15

Prior to the account is locked, what is the error that shows while importing? @jiaoyangs

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