rjs
Level 15
Level 15

Get your taxes done using TurboTax

Merrill Edge is not on the list of import partners, but Merrill Lynch is. I don't know if that means that you cannot import information from Merrill Edge, or if Merrill Lynch includes Merrill Edge. You could call Merrill Edge and ask them if they support importing into TurboTax. Also, the list of partners might get updated between now and February, when 1099 information becomes available. It's up to the brokerage to decide whether or not to participate in the TurboTax importing program.

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