Skip to main content
Level 2
February 11, 2026
Question

Taxforms from Merill Edge

  • February 11, 2026
  • 2 replies
  • 48 views

I am using Turbotax deluxe desktop version on Windows laptop with edge browser. I am having trouble importing the tax forms from Merill again this year. first off all the Merill edge option is not showing in the options list. when I try to use Bank of America login and authenticate getting the below error

 

You can ask Bank of America if you'll get tax forms this year, and return to import when they're available. If you already have the info, you can enter it by hand. (902)

 
Anyone else facing this issue? 

    2 replies

    baldietax
    Level 12
    February 11, 2026

    there are many threads on this - others have reported success using "Merrill" which was added to the import list this evening.

    skthAuthor
    Level 2
    February 11, 2026

    Thank you. It works now!