My Merrill transactions will not download and I have desktop Premier as I have had in the past. Pop up screen said no tax related info. Next steps?

[h-ryan]

Tax statements are available at Merrill.

[MarilynG1]

Because there are so many variables involved in importing tax info from financial institutions, it's difficult to determine why it works for one person and not another.  Some Merrill users have reported that their import worked after multiple attempts.  

This FAQ contains some Troubleshooting Tips that may help you.  You always have the option to use Sales Section Totals or Contact TurboTax Support.  

@h-ryan 

[h-ryan · Accepted solution]

I got it to work.  Since Merrill Lynch changed their name to Merrill or Merrill Edge all prior tax info from Merrill Lynch in the 2021 tax return that populated when you transferred the 2021 relevant data to the 2022 return needs to be deleted.  Then download the Merrill tax data and it will work.  I have used the Desk Top Premier for 2022 and prior years.

[Yingcredible]

@h-ryan how do i delete 2021 data if i am already half way into the tax return?

[h-ryan]

Go to the interest and dividends screens and you should see the ML interest and dividends accounts but without amount information.  Click on each one and hit delete.  Once all the ML accounts are deleted you should be able to download the information.  This is assuming you have not entered any amounts into the accounts that show from last year.  This is also applicable to the investment section, i.e. gross proceeds, gain (loss).