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New Member
posted Feb 15, 2025 6:06:01 AM

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
Expert Alumni
Feb 17, 2025 9:43:59 AM

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.

New Member
Feb 17, 2025 1:13:33 PM

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.

New Member
Feb 19, 2025 9:02:06 AM

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