Not able to upload Merrill-Lynch or Fidelity 1099 information.

[givemetaxrelief]

When I try to upload 1099 information from Merrill-Lynch and Fidelity I get an error message saying my user i.d. and/or passwords are invalid.

I know for a fact that my credentials are correct as I use a auto propagator to input my credentials.

I have also logged into each site with the exact same credentials outside of TurboTax and have no problems logging in.

Any ideas why I am having this problem?  

[EbonyA]

Please review this FAQ; if you are still experiencing issues after the fact, reply here and we will further assist.

[givemetaxrelief]

My institution participates with Turbo Tax

My credentials are correct.

I will wait until end of the month to see if it is an issue with my institution's uploading settings.

Thanks for the info.

[EbonyA]

You're welcome; ok sounds good - feel free to let us know the outcome.

[givemetaxrelief]

still not working 

Also why does Turbo Tax Premier only show for Merrill-Lynch, "Merrill-Lynch Edge" as a participating partner and not Merrill-Lynch in general?

Where in Turbo Tax Deluxe it does show Merrill-Lynch in general and not just Merrill-Lynch Edge as a  participating partner choice?

[CarissaM]

If you cannot import the 1099, please follow the instructions here. 

You can also follow the instructions here to import a large number of transactions for the return. 

[givemetaxrelief]

Although the answers provided are generally the process to upload data from Broker, etc., but still does not work for me.

Oh well will have to process manually.  What a pain!

[Search7Even]

I have the same issue, Merrill-Lynch 1099 not downloading.  I have 2 factor authentication with ML, does that need to be turned off to download 1099 data to Turbo Tax? 

[givemetaxrelief]

I also had 2FA set up with Merrill-Lynch.

Try turning 2FA off and then try again to upload ML data into TurboTax.

This may or may not work.

However, I was able to upload my data from ML after waiting for ML to catch up with their internal permissions.

[Anonymous]

Here is one solution here:

https://ttlc.intuit.com/community/taxes/discussion/turbotax-won-t-import-all-tax-documents-from-merr...