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Level 2

Solved

Not able to get tax forms from merrill

Forum|Forum|1 year ago
February 3, 2025
6 replies
0 views

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"

Best answer by xmasbaby0

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”

xmasbaby0

Answer

Level 15

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.**

skthAuthor

Level 2

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

Level 3

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.

skthAuthor

Level 2

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

user17706728259

Level 2

trying to download from merrill is not wor

Merrill doesn't know anything about a 24 digit code?

and now I see Bank of America Merrill Sanity

That worked?

Bbrat

Level 2

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

Level 12

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

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

KansasR

Level 3

Most of us are not using the online version, so a different web browser has no application.

shredder007

Level 2

I think it's on Merrill. Other banks downloaded fine. I have tried every day without success. What a pain to do if typed individually. I wonder why Intuit won't contact Merrill or vice versa to discuss the problem.

TC43

Level 2

It is CLEARLY a Turbo-Tax issue, when trying to select Merrill Lynch TT only gives the option Merrill Edge, this is a separate entity from Merrill Lynch, both are under the BOA umbrella. After MANY tears with TT, if it is not fixed soon this will be my last.

TC43

Level 2

If your financial institution is a TurboTax 1099 Import Partner, you would likely have been able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025, and likely have been able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025.

However, if your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not have been able to import any of your 1099s until February 15, 2025.

Check here for updates to the Help Article with this information. The Merrill entity currently listed as an Import Partner is Merrill Lynch-Merrill Edge. Contact your brokerage for clarification if needed as to whether tax documents from your accounts can be imported to TurboTax.

When importing, make sure TurboTax and Windows are both updated, and temporarily disable all anti-virus software (including modem). Make sure your broker does not require you to allow 'third party access', which you may enable in your broker account, if this applies. Some users reported that disabling security software solved the issue.

We at Intuit TurboTax want our users to be completely delighted with their experience using our products and services, and successful in their financial lives and businesses.

Once you file your return, as long as the settings to receive communication from Intuit don’t block it, you will see a pop-up message or receive an email with a survey asking you about your experience. We encourage you to leave your notes and comments there. “Voice of the Customer” notes and comments are read and acted upon.

If you are using TurboTax Desktop, you can also leave feedback at the Final Steps tab:

@TC43

You're missing the point. Turbo Tax has removed the link to Merrill Lynch, it only has a link to Merrill Edge. They are different institutions.

user17705709743

Level 2

My desktop Turbo Tax software says Fidelity will be available after October 2026! At least Fidelity is on the list. Merrill Lynch is nowhere to be seen.