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Get your taxes done using TurboTax
@Manokski3700 wrote:
This is not a Merrill issue. It's a TT one. Has anyone had any success with this?
Whether or not it is a Merrill or TurboTax issue, the issue is one that you are experiencing, but many others are not. As a result, it is likely related to your Merrill account as opposed to TurboTax.
If you select Merrill Edge, you should be able to import your 1099-B statement after entering your Merrill Login ID and password. I have been able to import a 1099-B from Merrill on several test returns without issue.
‎April 4, 2023
9:10 AM
397 Views