Merrill Lynch often does not activate its "import partner" status until mid-February. As a result, the Merrill Lynch drop-down won't appear until the import is available.
Merrill Lynch says that for many clients, consolidated 1099 tax-reporting statements will be posted to online accounts by February 27 or February 28, 2026. However, they may be posted later because of an extension filed with the IRS, to validate data. This means many consolidated 1099-B forms may not be finalized for import until late February or early March. This is mentioned in this source under the heading What Might Delay Consolidated 1099's.
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