Does Merrill Lynch partner with TurboTax to import 1099B.?

waynea131 · ‎June 1, 2019

rjs · ‎June 1, 2019

Yes, Merrill Lynch-Merrill Edge is a TurboTax import partner for 1099 information.

The complete list of import partners is at the following link.

brider · ‎June 1, 2019

Does the import include all supplemental 1099 documents received prior to the import?

rjs · ‎June 1, 2019

Merrill Lynch determines what is included in the imported data. TurboTax just imports the data that Merrill Lynch provides.

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