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JaWade
New Member

TT fails on download of Merrill Lynch brokerage data. I have slightly less than 100 transactions plus I need all the 1099s. This is a deal breaker for me as I have to do a couple tax returns that bot

 
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TT fails on download of Merrill Lynch brokerage data. I have slightly less than 100 transactions plus I need all the 1099s. This is a deal breaker for me as I have to do a couple tax returns that bot

Merrill Lynch doesn't have their forms ready for download and import, only to print. We have received notice they are aware of the situation and working to correct it. 

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3 Replies

TT fails on download of Merrill Lynch brokerage data. I have slightly less than 100 transactions plus I need all the 1099s. This is a deal breaker for me as I have to do a couple tax returns that bot

Merrill Lynch doesn't have their forms ready for download and import, only to print. We have received notice they are aware of the situation and working to correct it. 

supportse
Returning Member

TT fails on download of Merrill Lynch brokerage data. I have slightly less than 100 transactions plus I need all the 1099s. This is a deal breaker for me as I have to do a couple tax returns that bot

Are we still waiting for Merrill Lynch forms to be ready?

TT fails on download of Merrill Lynch brokerage data. I have slightly less than 100 transactions plus I need all the 1099s. This is a deal breaker for me as I have to do a couple tax returns that bot

@supportse 

No, "we" are not waiting for Merrill-Lynch forms to be ready.  You are seeing an old post.  Recently the former TurboTax Answer Xchange was switched over to this new user forum, "Real Money Talk" and even old threads migrated over with June 2019 dates, unfortunately, which is confusing to users.  Pay no attention to that answer that said the brokerage's forms were not ready.  It was likely from much earlier in the tax season.

 

If you have your username and password for your brokerage account you should be able to import your 2018 data.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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