Import from Merrill Edge in 2025

[beepa]

My tax documents were posted in my Merrill Edge account yesterday.  Today I tried importing them into TurboTax and received a note that Merrill expects to make them available by February 1.  They are already there!  How can I get around this mindless roadblock and import them now?

[xmasbaby0]

You are trying to import too soon.   Most financial institutions put the information on their web site before they format it for import into tax software.  So.....you can print it out and then key it in by hand if you want to, or wait until it becomes available to import into the software.

[Opus 17]

That's not a Turbotax issue, it's a Merrill issue.  It's their choice when to make the documents available by PDF and when to make them available for download by tax software.

[deleteme32]

It's after Feb 1 and this import still does not work. 

TurboTax provided a username/password, then a dialog box that's it's establishing a secure connection, then it beeps and does nothing. Nothing imported! My tax forms are indeed there.

Any idea how to solve this?

[Opus 17]

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@deleteme32 wrote:

It's after Feb 1 and this import still does not work. 

TurboTax provided a username/password, then a dialog box that's it's establishing a secure connection, then it beeps and does nothing. Nothing imported! My tax forms are indeed there.

Any idea how to solve this?

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I don't even have my paper 1099s from Merrill yet.  Last year it was about a week after the paper (PDF) form was released before it was available for download.  I think we just need to be patient.  

If you have the paper form you could type in the entries, but that might be a lot of work.

[xmasbaby0]

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”

[jds32960]

I have this same issue, I think we need to wait until the importable file is posted.

[hp100]

Feb 4, still have a trouble, called Merrill, Merrill said it ok in his side and blame to TT.   Vanguards has a same problem, but VG does not post the tax data yet.   Fidelity is ok for importing.