Merrill Lynch-Merrill Edge IS an importing partner with TurboTax.
TurboTax Import Partners
If your financial institution is not listed as a TurboTax partner that can import documents, then you may need to download/print a copy of your 1099-R and enter it manually yourself.
You'll get a Form 1099-R if you received $10 or more from a retirement plan. You're required to report a 1099-R on your tax return, even if the distribution isn't taxable.
You can import or upload your 1099-R, or manually enter the information yourself.
Enter/Update/Delete a 1099-R:
- Open or continue your return.
- Under Federal tab, Click on Personal Income (or enter "1099r" in the Search box, then click o "jump to 1099r" link).
- Scroll down to Retirement Plans and Social Security section, and Click on Start/Update.
- Import/Enter your information.
Here's how to navigate to the 1099-R section:
- TurboTax Online/Mobile: Go to 1099-R.
- TurboTax Desktop: Select Search Topics. Search for and select 1099-R.
TurboTax FAQ: Where do I enter my 1099-R?
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