Trying to enter my 1099-int and turbo tax is asking for a tracking ID (24 characters) on the bottom of my tax statement. There is no number like this on there. advise

[bjone085]

I don't have the number either. I think that is just to directly transfer the information from the bank. I just say skip and then I can enter into the amount manually.

[PowerBall9999]

Entering manually is not an option for large 1099's with hundreds of transaction.   Merrill and Turbotax need to get their act together.    Users need information, not message board speculation.

[MarilynG1]

Here's How to Enter a Summary in Lieu of Individual Transactions.

The IRS already has a copy of your 1099-B.  In TurboTax Online, you can drag/drop a PDF copy of your 1099-B into your return.

@PowerBall9999 

[tommyis42]

turbo tax will not let me proceed with typing in a number

[tommyis42]

turbo tax will not let me proceed without typing in a  number

[MarilynG1]

What type of 1099 are you trying to import?  What financial institution?  If you can't choose 'Skip' on this page,  here's How to Enter a 1099-DIV and How to Enter 1099-INT.

This number is being asked for by your financial institution; check your account settings there to be sure you have 'third party access' enabled. 

@tommyis42 

[jameshunt2]

my brokerage Merrill lynch has no knowledge of a 24 digit tracking number. I spent hours on the phone with intuit turbo tax support and got no result other than "I guess you will have to enter the information manually".  Up until this year turbotax never required this 24 digit number.

 something has changed at turbotax and they don't acknowledge it.  For me the software is useless without the ability to import financial information from my brokers.

[givemetaxrelief]

Totally Agree!

TurboTax should give a refund for a garbage App

[jameshunt2]

i know how to enter manually. you are missing the point. I bought turbo tax for the downloadability. 

[user17707628519]

Turbotax used to let us import tax information and now this program is worthless.  Typing in all the capital gains transactions, etc. is a waste of my time.  This will be the last year that I use Turbotax.

[toddrub46]

I am having the exact same problem with my Merrill Lynch account. Entering data manually is not practical as I would probably have to input several hundred data points which would be fraught with errors I'm sure. Seems like someone at TT needs to get together with someone at Merrill and get this resolved. I have done this uploading for years without a problem until this year.

[MarilynG1]

For 1099-INT's from the same institution, you can combine the amounts into one entry if they have the same FEIN.

@toddrub46 

[Novatrek]

SELECT MERRILL INSTEAD OF MERRILL MANAGED ACCOUNT. 

That was the fix. There were two options, if I selected merrill managed, I got the prompt for the 24 character code. Selecting only "Merrill" avoids that. 

To all the people who said "just key it in" or "you dont need to do this or that." These are terribly unhelpful answers. Please, do better. 

[toddrub46]

I can't thank you enough.  Using "Merrill" only solved the problem and I've successfully downloaded everything from Merrill to TT.