Not able to get tax forms from merrill

[KansasR]

Unfortunately, most of us have given up on TT with this problem. For me, it's the 2nd year in a row.

The only good news is that you can now just enter the totals for your gains, you no longer have to enter each individual transaction (in most cases.)

Since, when you enter your Merrill credentials, you get absolutely no message from TT, just the empty screen again, it sure seems like a TT problem.

I, for one, will be looking at TT alternatives next year.

[DawnC]

You can get past the import issues, by manually entering the 1099-B.   Search for 1099-B and use the Jump to 1099-B link.  If you have a lot of transactions, you can enter your data by sales sections totals instead of individually entering each sale.  TurboTax FAQ

If you are using the desktop software, Choose Skip Import.  Then choose Stocks, Bonds, and Mutual Funds.   

In TurboTax Online, choose Change how I enter my form and Type it in myself.  

Troubleshooting 1099-B Imports - @CGregory 

[CGregory]

If their product doesn't work and they don't support it, perhaps we should partition for a refund!

I am retired, debt free, don't have W2s or other income, except SSN, and take standard deduction, so if they can't handle investments, it is almost not worth using Turbotax.

Thanks for the replies.

Clark

[neils64]

After spending days troubleshooting this, I got TT to connect to Merrill by changing my Merrill password a second time.  I have no explanation why this works but it worked for me.  A few others had posted that as a solution but I discounted it but it worked for me when I finally gave in.  You've got nothing to lose by changing your Merrill password twice so give it a try.

29 seconds ago