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rtidona
New Member

Unable to import a consolidate 1099 from Merrill as of 2/15/25. ML says 1099's should have been ready for import by 2/11/25. How do I import my 1099?

 
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3 Replies
CatinaT1
Expert Alumni

Unable to import a consolidate 1099 from Merrill as of 2/15/25. ML says 1099's should have been ready for import by 2/11/25. How do I import my 1099?

For Merrill, I saw another user changed their password for Merrill and then was able to import. Let me know if this works for you.

User solution:
The ultimate solution, although I do not understand why, was to change my Merrill password. Once I did this, the import worked fine. My previous password worked in Merrill, but for some unknown reason when I used the same ID/Password in TurboTax, I could not log in.. Simply changing my password in my Merrill account and then attempting the import with the new password worked.

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rtidona
New Member

Unable to import a consolidate 1099 from Merrill as of 2/15/25. ML says 1099's should have been ready for import by 2/11/25. How do I import my 1099?

I tried changing my MyMerrill password on the MyMerrill website today, however, after doing that, I am still unable to login to Merrill - Merrill Edge in TurboTax Home and Business.  The popup message I keep getting in TT when attempting to login to Merrill is: "Please attempt your login again.  If you continue to have difficulty, please call 1.800.MERRILL (637.7455)." I'm wondering if there is a difference between MyMerrill and Merrill Edge that TurboTax does not seem to know about.

Unable to import a consolidate 1099 from Merrill as of 2/15/25. ML says 1099's should have been ready for import by 2/11/25. How do I import my 1099?

Me too. Unable to import my Merryl Edge statements, though they are available to retrieve.

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