To check availability of Form 1099-B from Merrill Edge, you will need to contact Merrill Edge. However, in TurboTax online Merrill Edge is one of the options you can select when you are ready to import your 1099-B.
To find the page in TurboTax online where you can upload your 1099-B from Merrill Edge, follow these steps:
- go to Income & Expenses,
- scroll down to Investment Income,
- click on the drop-down arrow to open the window if it is not open already, and select Stocks, Cryptocurrency, Mutual Funds, ...
- At the investment sales summary page, select Add more sales.
- When you get to the page Let's import your tax info, enter Merrill Edge in the search bar. You should then see Merrill-Merrill Edge.
Assuming Merrill Edge has its 1099-B available for upload, you will be able to import your Merrill Edge transactions.
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