Not able to get tax forms from merrill

[skth]

I have Turbotax deluxe download version for PC. I was able to import all forms except for the Merrill Edge 1099B and 1099-DIV. Getting this error message "ERROR for site owner: Invalid site key reCAPTCHA"

[xmasbaby0 · Accepted solution]

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”

[skth]

thank you for your response. just wondering if this is a common error when the financial institution is not ready  for tax softwares or an issue with my PC. Anyone else having the same error with Merrill?

[KansasR]

You're not alone...connecting from TT to Merrill didn't work last year (had to manually enter everything) and so far this year, nothing. Merrill says its a TT problem, TT says it's a Merrill problem.

[AnnetteB6]

It is a long shot, but try clearing your cache and cookies or try a different browser for the download.  

Otherwise, there is the 'type it in myself' option you can use.

@skth 

@KansasR 

[skth]

Issue is now resolved.I was able download the forms from Merrill last week and file my taxes. 

[kwu84d345]

I've been doing stock trades with Merrill for years and TurboTax has not allowed me to connect to "Merrill" ever!  It's Merrill - A Bank of America Company.  TT will pull up Merrill "Edge" but not just Merrill.  My documents DO NOT SAY Merrill "Edge."  Must be different entities.  Even when I've tried connecting to Merrill "Edge," it will not recognize my account cause it's not them!  Regardless, it's very frustrating trying to enter these manually.  My RSU transactions are very confusing and the questions do not match what is on the documents!    I could understand if Merrill, A Bank of America Company, was NOT a major bank!  Sooo very frustrating!

[CatinaT1]

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

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[rkristle]

Yep. Same here.  Didnt work this year, not working this year.  Neither side helpful.

[CatinaT1]

Are you getting the reCaptcha error?  If so, 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 broke...

[rkristle]

No Captcha error.  It tries to establish a connection then does nothing.  No pop up, no login error (that's what happened last year) nothing.  I can direct to the Merrill site and login easily, just no connection to turbo tax.

[KansasR]

Same here. Given that there's absolutely no response in TT when you enter your Merrill credentials, I would appear the problem is with TT.

[kwu84d345]

No Captia error.  I'm a technical person and my computer stays up to date on everything always.    In fact, no info on the problem at all.  Many others have the same problem obviously.  Wish I knew how many years I've been dealing with this - I've lost count.  Makes the most difficult part of my taxes like pulling teeth.  shouldn't be this way!

[Bbrat]

When attempting to sign in under the option of Merrill - Merrill Edge, I get the screen "Please attempt your login again. If you continue to have difficulty, please call 1.800.MERRILL (637.7455)." which I did and spent almost an hour on with Merrill rep changing password and a few other stuff and still nothing.

[BrittanyS]

Try using a different web browser and see if you still have the same issue.  For example, if you are using google chrome, try switching to foxfire or Microsoft edge.  Also, verify the financial institute that is coming through is the correct site for Merrill Edge.  Several partners start with the same name and it can throw off the import if the wrong one is selected.  

@Bbrat