Merrill Lynch-Merrill Edge not in import Dropdown

Forum|Forum|4 months ago
January 27, 2026
6 replies
1 view

I realize it may be too early, but why isn't 'Merrill Lynch-Merrill Edge' in the dropdown for institutions to import from? All I see is Merrill Trust Managed Accounts and that doesn't feel like the correct organization. Pretty sure it was there before the last update..??

M-MTax

Level 15

@user17683336554 wrote:
Pretty sure it was there before the last update..??

I am fairly certain it was never there before the last update (i.e., Merrill Edge), but I believe you're correct; it's early and there is at least one Intuit employee checking on the absence at the present time.

FWIW, Merrill Edge is also missing from two other tax prep s/w providers currently. Again, probably nothing to get into a twist about given the fact that the 1099-Bs most likely won't be available from ML for at least another week or two (maybe even longer).

user17683336554Author

Level 2

Thanks, I'll keep poking at it after each update in hopes of seeing them back when the data is available!

user17693891687

Level 2

Merrill Edge was available in some earlier update as it told me will be available Feb 2.

After todays update (Feb 1, 2026), Merrill Edge is no longer on the list.

Hopefully it is just an oversight until import is actually available.

M-MTax

Level 15

@user17693891687 wrote:
Hopefully it is just an oversight until import is actually available.

Since it's not available in other tax prep s/w (e.g., H&R Block), I believe it's on Merrill's end at this point.

hpaik100

Level 4

As of 2/9/26, 1099s are available to download. I tried to import into TT, there are showing 3 Merrills ...

1. BOA Merrill Sanity

2. BOA Merrill Sanity_testing Provider

3. Merrill Trust Managed Account

I typed in my ME ID in each of them, could not identify my user ID.

M-MTax

Level 15

Call your Merrill FA or client services!

Merrill Edge is missing from more tax prep software than just TurboTax.

fleettoby

Level 2

It's now February 10th. ML Tax documents were available yesterday. But ML still doesn't appear in the dropdown for import. Any time frame to get this resolved?

user17683336554Author

Level 2

I talked to the Support Desk folks and they told me it should be available 'mid February.' My plan is to check around the 15th and see what happens.

M-MTax

Level 15

@user17683336554 wrote:
I talked to the Support Desk folks and they told me it should be available 'mid February.'

I sincerely hope what you were told is accurate. Another Support rep told another TurboTax user to go ahead and enter the data on the 1099 manually, which is sorta NOT acceptable if you have a myriad of trades,