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
New Member
posted Jun 6, 2019 8:15:27 AM

Is the issue with 1099 R import from Merrill Lynch fixed for 2017?

0 3 1062
3 Replies
New Member
Jun 6, 2019 8:15:29 AM

We have not received any reports of being unable to import from Merrill Lynch for the current tax return year. 

New Member
Jun 6, 2019 8:15:30 AM

@TurboTaxAshleyHLO this appears to be an issue for me. I have a workplace brokerage account through Merrill Lynch's benefits.ml.com portal. Is it possible that the login for this portal is not the same as the ones available through MyMerrill or Merrill Lynch's regular sites?

New Member
Jun 6, 2019 8:15:33 AM

Good question, are you able to access the website with the login? If so, TT should also be able to IF it is working this year. Last year was a nightmare with importing anything from ML. I was told repeatedly that TT was aware, it would be fixed etc. Spent hours--literally--with TT and ML and they couldn't fix it. I was able to download on another online tax site without a problem but found it cumbersome.  I had to purchase TT and download to finish. Guess based on your experience, that's what I should do again this year.