Import from Merrill Edge in 2025

[toddbosco]

I finally had success importing my Merrill Edge information today. It required a few things.

1. Merrill had delay in posting documents. If you tried before that was ready (3/20?), results would not be good.

2. TurboTax and Merrill would not interact from my MacBook when using wi-fi. I got “Unsuccessful” check your internet connection messages.

3. Although I could login to Merrill in a browser on the machine, the TurboTax connection would not make that hop (wired or wi-fi) until I did a password reset on my Merrill account.

4. That Merrill reset raised some issues, likely by the unusual login attempts, and locked my account shortly after a good browser login with the new creds. That required a second password reset.

Once the ML account had the new password and was no longer locked, TT failed to import over wi-fi. TT immediately got the data when I used the wired connection.

Note: My other imports from similar institutions worked over wi-fi. Only the Merrill connection gave me grief.

[R_Michael]

If Merrill Edge won't work with TT again this year... I'm moving over to Fidelity

[DianeW777]

I see that Merrill and Merrill Trust Managed Accounts are in the list. If these don't seem to import your information you can try the following action.

1. Download your Merrill tax documents.
2. Select to add it another way
3. Next you may be able to drag and drop off your tax documents
4. Select Upload, Snap a photo or Import 

This action did work for another person with a different company.  Keep in mind this is an old thread and to keep your answers together you can start a new question.

@R_Michael 

[KansasR]

It appears this problem has been solved. There is now a Merrill option in the drop down box and it worked for me. Only 3 years late!

[UmmaSmith]

I found for both 2024 and 2025 imports from Merrill, a few things to avoid for frustration.  First, wait for the PDF tax document to be available.  Use Merrill rather than Merrill Private or any other form of Merrill.  And once Merrill listed in the drop down, it is then available for import.  Doing this both years avoided a lot of angst.

[beepa]

Having Merrill make your tax documents available as pdf files in your Tax Center has zero affect on being able to import that data into TurboTax UNTIL they perform further processing on the pdf files.  And it remains a mystery when they might do it since they provide no notice once it's done.  TT users have to periodically try to import and will know when the data is ready only when they are lucky enough to finally succeed with the import.  That said, it seems certain that the problem lies at the feet of Merrill Lynch, although TT might be programmed more smartly.  It now tells users cheerfully that their data is downloaded into TT and ready to be used when returning to TT reveals the opposite.  Shame on both companies.