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Level 2

Question

Importing tax documents

Forum|Forum|4 months ago
February 4, 2026
1 reply
12 views

When trying to import from Merrill or Bank of America, Turbo asks for a 24 digit tax id that I cannot find

Level 15

It is not a Tax ID. It's a tracking ID (some firms use the term Document ID) for ML it's located on its Tax Info statement at the bottom of page 1. You may need to access that statement directly to find the 24-character code. Then go back to TurboTax to enter it.

Some firms use the normal login to access the tax documents to be imported. Others like ML use a different method that requires a document or tracking ID that you won't have unless you got the document through the mail or can access the document through an e-mail link (can't import from this - only for getting the iD.

Mike9241

rngmoore2Author

Level 2

My Merrill tax document does NOT have a 24 digit tracking number on it. I have reached out to Merrill.