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Level 2

Question

Merrill Edge 2025 Import

Forum|Forum|1 year ago
February 12, 2025
8 replies
89 views

Hi I was wondering if anyone knows how to resolve this issue when trying to import my Merril Edge data.

My 1099 is already available on Merrill but when I try to import via TurboTax I get an error message that says to contact Merrill for assistance.

Has anyone worked through this?

CatinaT1

Level 15

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

If you are having reCaptcha issues, make sure your computer is up to date. This has worked for many users.

If you still have issues, see this article where you can sign up for updates: Why am I getting an invalid site key reCAPTCHA error in TurboTax Desktop when trying to import brokerage information?

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

mc3356Author

Level 2

I'm using the Desktop TurboTax deluxe, but it doesn't get to the point of having a Recaptcha to show up. I was able to import my fidelity documents no problem. Just the Merril Edge is proving to have difficulties.

CatinaT1

Level 15

Make sure your computer is up to date. Check if a Windows update is available.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

baldietax

Level 12

did you contact Merrill? They may also just not be ready to import even if you have 1099 in hand. Major brokerages are still processing 1099s.

mc3356Author

Level 2

I did call Merrill they said something about doing a login online then signing into merill and then signing on again.

Though I'm using desktop and as soon as try to sign in, it says to contact Merill. I suppose I can wait a couple days to see if that will work.

shredder007

Level 2

Having the same issues with downloading from Merrill Edge.

baldietax

Level 12

in another thread some folks reported success after changing their Merrill Edge password for whatever reason.

mc3356Author

Level 2

I tried this and it worked...that's a bit of a weird solution but thank you for the tip!

Merrill Edge 2025 Import

8 replies

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