Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 4
posted Feb 24, 2023 12:21:03 PM

Import broker statement Merrill Lynch failed

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."

0 4 410
4 Replies
Intuit Alumni
Feb 24, 2023 1:39:28 PM

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.

Level 4
Feb 26, 2023 3:51:34 PM

Thank you. It was available a couple days later.

Returning Member
Feb 28, 2023 7:50:23 AM

Never mind. it's resolved. Thanks.

Intuit Alumni
Feb 28, 2023 11:45:24 AM

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