Same issue I can not import Merrill tax document 1099 int, 1099 div, or 1099 b into TurboTax. TurboTax says it’s a Merrill issue. Merrill says it’s a TTax issue. I keep getting a pop up after TTax tries to connect that say Try log on again. If you still have issues contact Merrill.i have imported this data every year without issue. This year, nothing, and no help from either support group.

TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

KDC11

Level 2

Question

Merrill Import

Forum|Forum|1 year ago
February 14, 2025
2 replies
7 views

Same issue I can not import Merrill tax document 1099 int, 1099 div, or 1099 b into TurboTax. TurboTax says it’s a Merrill issue. Merrill says it’s a TTax issue. I keep getting a pop up after TTax tries to connect that say Try log on again. If you still have issues contact Merrill.
i have imported this data every year without issue. This year, nothing, and no help from either support group.

DawnC

Level 15

You may need to enter the data manually. You can use summary entries if you have many stock transactions. See the link below for some options that may help.

Import Troubleshooting

Using Summary Entries for 1099-B

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

KDC11Author

Level 2

Dawn,

I am afraid the solutions provided did not work.

The import was not too large

Merrill is a 1099 partner

The import files were ready as of 2/1/2025

The ultimate solution, although I do not understand why, was to change my Merrill password. Once I did this, the import worked fine. My previous password worked in Merrill, but for some unknown reason when I used the same ID/Password in TurboTax, I could not log in.. Simply changing my password in my Merrill account and then attempting the import with the new password worked.

Still not sure why.

FYI, This took weeks of digging and multiple calls to both Merrill and TTax support representatives. It would be valuable if this solution was suggested earlier or posted more prominently.

Thanks,

billwjsullivan

Level 2

same thing -puzzled