@TomK2023 wrote:
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.
Yeah, SORRY but your post is of ZERO help.
We KNOW that Merrill (Merrill Edge) is an import partner BUT it is NOT listed in the dropdown list in the program when it has been listed in prior tax years.
This is occurring in more than just TurboTax (also in H&R Block, for one), so Merrill Edge clients need to contact their FAs or client services (as I already posted above your post if you bothered to read it).
