I'm using desktop software. I am able to log in to my Merrill account and see the tax documents, but TT doesn't seem to be able to connect to the Merrill account.

CatinaT1

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.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"