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Get your taxes done using TurboTax
UPDATE - after various troubleshooting steps w/TT specialists aimed at accomplishing the normal download from Merrill-Edge... a work around for anyone unable to download 1099-B transactions is manual entry of subtotals ("sales section totals") for "covered" net short-term and long-term gains and/or losses. This should permit accurate reporting of capital gains and losses; however, without entry of details for specific securities and transactions (separately reported to IRS/taxing authorities). TT seems set-up for this approach when entering manually although you may not be aware of it until you select the 1099-B entry form and progress to subsequent input screens. Hope this helps...
‎February 22, 2025
10:15 AM