Get your taxes done using TurboTax

Merrill Lynch is a TurboTax import partner. I tested my TurboTax account and Merrill-Merrill Edge is listed. Please go through the TurboTax entry screens again.

1. On the Your investments and savings screen, scroll down to and Add investments.
2. On the Let's import your tax info screen, type Merrill in the box. ! result will appear. Click on the Merrill-Merrill Edge.
3. Continue with the onscreen interview until complete. 

 If you sold stock, TurboTax will complete form 8949 and Schedule D to report your capital asset sales.  

[Edited 03/01/2022|3:46 pm PST]