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skth
Level 2

Not able to get tax forms from merrill

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"

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2 Replies

Not able to get tax forms from merrill

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”

**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.**
skth
Level 2

Not able to get tax forms from merrill

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?

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