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Get your taxes done using TurboTax
I am using the Business version of TT. Your screen shot showing all the brokerage firms dos not appear when I try to import income Form 1099 transaction data. There is only a drop down menu with 9 brokerage firms listed...Merrill not being one. Another option is to select that my brokerage firm is not showing (see first screen shot). I have accounts at two brokerage firms that are listed and when I select one of them all I can get to is a manual input screen where I have to manually input for each transcription the description, acquisition date, date of sale, price cost (1a-1g) I have 7 pages of actions for 3 different Merrill accounts. I am not able to import the information from my brokerage account. I have cleared chache, tried multiple browsers, disabled MS Defender virus protection, turned off my vpn, created multiple different tax return files to no avail. This is a relatively simple trust return, Form 1041, with a lot of individual transactions in the brokerage account. Not worth having to input each transaction. Any other suggestions?
I also have the Premier version for Form 1040 and it will import and access my brokerage information.