You won't be able to upload a pdf copy (saved to your desktop) of the Merrill Lynch 1099-B. To electronically import the deceased taxpayer's 1099-B, you will need that taxpayer's Merrill Login ID and Merrill password. Perhaps the Login ID and password have already been reset and if so, as long as the new Login ID and password sync with the Merrill Lynch account, then you should be able to electronically import the 1099-B.
To electronically upload the 1099-B, follow these steps.
- Log into your account
- Select Income & Expenses
- Scroll down the page to Investment Income
- Select Stocks, Cryptocurrency, Mutual Funds...etc
- Respond to the questions that appear but you will need the Merrill Login ID and Merrill password to begin the importing process.
Some firms have a security feature which prevents third-party access to account information. Account holders can override this security feature but because each firm is different, you will need to contact Merrill Lynch to determine if such security feature exists and how to override it.
@riordanrobert
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