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JBear1
New Member

Unable to download Merrill Lynch tax forms

I am using a Mac, and I can't download the Merrill Lynch tax forms from Turbotax.  I have had no problem downloading forms from other institutions on Turbotax.  I can get on the ML website and see my documents with no problem.  I have tried several things:  1) Switching from Safari to Chrome - no change; 2) Switching from the desktop version of Turbotax to the online Turbotax, where the download of Merrill Lynch failed again; 3) Calling Turbotax; 4) Calling Merrill Lynch.

Does anyone have any idea what the problem could be?  I would appreciate any insight someone might have.  Thanks!

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3 Replies

Unable to download Merrill Lynch tax forms

You should read the last 5-10 posts here...one of them may help:

 

Anyone else having a problem with logging in to Merrill Lynch to import docs (live assistance is BEY...

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
JBear1
New Member

Unable to download Merrill Lynch tax forms

Thanks for directing me to those posts, but none of the solutions seem to apply. We will keep trying or try a different tax software. 

Unable to download Merrill Lynch tax forms

...or...if brief enough, just enter the data manually.

 

Only folks with huge number of brokerage transactions avoid manual entry at all costs.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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