Now I'm gonna tell you the brutal, hard truth. If you had over 500 transactions for the year at Merrill Edge (as many did due to free trade promos) your 1099-R probably isnt gonna download into Turbotax ONLINE. It will, however, import into Turbotax DESKTOP version, which you can purchase separately (one version is for windows, one is for Mac) and download into your computer instead of purchasing a CD. Problems COULD arise, however, when trying to carry forward gains or losses from 2016 online version to 2017 desktop version.
