Not able to get tax forms from merrill

Forum|Forum|1 year ago
February 3, 2025
4 replies
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I have Turbotax deluxe download version for PC. I was able to import all forms except for the Merrill Edge 1099B and 1099-DIV. Getting this error message "ERROR for site owner: Invalid site key reCAPTCHA"

Best answer by 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”

xmasbaby0Answer

Employee

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

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

skthAuthor

thank you for your response. just wondering if this is a common error when the financial institution is not ready for tax softwares or an issue with my PC. Anyone else having the same error with Merrill?

KansasR

You're not alone...connecting from TT to Merrill didn't work last year (had to manually enter everything) and so far this year, nothing. Merrill says its a TT problem, TT says it's a Merrill problem.

skthAuthor

Issue is now resolved.I was able download the forms from Merrill last week and file my taxes.

Bbrat

When attempting to sign in under the option of Merrill - Merrill Edge, I get the screen "Please attempt your login again. If you continue to have difficulty, please call 1.800.MERRILL (637.7455)." which I did and spent almost an hour on with Merrill rep changing password and a few other stuff and still nothing.

BrittanyS

Try using a different web browser and see if you still have the same issue. For example, if you are using google chrome, try switching to foxfire or Microsoft edge. Also, verify the financial institute that is coming through is the correct site for Merrill Edge. Several partners start with the same name and it can throw off the import if the wrong one is selected.

@Bbrat

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KansasR

Most of us are not using the online version, so a different web browser has no application.

shredder007

I think it's on Merrill. Other banks downloaded fine. I have tried every day without success. What a pain to do if typed individually. I wonder why Intuit won't contact Merrill or vice versa to discuss the problem.

Den141

Finally resolved the problem after discussing with my Merrill advisor. Established a separate Merrill account for my wife’s IRA a few years ago setting up separate sign in/user name. However didn’t have official authorization to her account when setup. Advisor sent e-authorization for my wife's signature allowing full IRA access. Once processed, tried again importing all our Merrill’s tax docs into TurboTax using my wife’s username and password, and it worked! Everything got imported from all of our accounts! So problem solved as it centered on lagging access authorization doc from my wife. Even though we have separate sign-ins/usernames/passwords and all our account info is the same for both, TurboTax would only import using my wife’s sign-in.