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Get your taxes done using TurboTax
@Polkadot1 I tried Merrill again as a test and got the same "Upgrade to Premium required" message. I hit "continue with Deluxe" and selected one 1099-B to reimport and unchecked everything else. It proceeded to delete all my other 1099's just like before and was left with just the 1099-B I selected.
Now about that message - All the information I can find on TurboTax Deluxe says it should import 1099-B just as it has done in prior years. Why are they putting out that disinformation other than to trick people into upgrading and deflecting from the original issue?
‎February 22, 2026
12:08 PM