Import broker statement Merrill Lynch failed

zacknauth · ‎February 24, 2023

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."

CarissaM · ‎February 24, 2023

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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zacknauth · ‎February 26, 2023

Thank you. It was available a couple days later.

jiaoyangs · ‎February 28, 2023

Never mind. it's resolved. Thanks.

CarissaM · ‎February 28, 2023

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

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Import broker statement Merrill Lynch failed