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Level 1
posted Feb 10, 2025 3:06:24 PM

won't import my Merrill Lynch account information- says no tax data to retrieve

I tried to import my Merrill Lynch account information. It came up " There is no reportable year-end tax data related to your Merrill lynch account". When I log in separately to my Merrill Lynch account, the tax info is there? Please help.

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2 Replies
Expert Alumni
Feb 11, 2025 10:53:17 AM

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

Level 15
Feb 11, 2025 10:58:33 AM

My ML tax documents were available as a PDF yesterday morning but they did not become available online until very late last night (or early this morning).  You may just need to wait an extra day or so for the ML system to refresh.