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When Merrill says 'forms are available for downloading' they most likely mean that you can download the 1099's from your account to your computer.   The forms for 'importing' are differently coded, and many brokers don't have those ready yet.  If Merrill is not on the program's import list, that may apply to them.    Remember that the IRS already has a copy of all your 1099's, so using the Summary Method to report totals on your tax return is perfectly acceptable.   @jeffecohen     

Deleting a form can be done. To delete a form you can use the information below. Click the link based on the software you are using.  Use the link below for your version of TurboTax to delete a form. If you're using TurboTax Online software and need to delete a form, click here. If you're using TurboTax Desktop software and need to delete a form, click here. Once completed you can re-enter your Form 1099-R using theses steps.  You can enter only the taxable amount in box 2a. Where do I enter Form 1099-A? @user17701385103 

@ANNETAYLOR666    This year...TTX seems to call (almost) any of the various 1099-R type distributions, an Annuity, ....everything except 1099-R distributions from an actual IRA.   In a way, even pensions you are getting automatically, are in some loose sense...annuitized.

@jaygourley    There's a STRANGE pop-up you have to accept.....anyhow.... Others have finally succeeded by using the following  (but the BRAVE browser cannot be used).   From Doug34's post:   "I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me."

Yes, TurboTax includes this. This additional deduction for seniors is calculated automatically based on the birthday you have entered in your tax return.    Note, this deduction has income limitations.  It begins phasing out at income of $75,000 for a single filer (or $150,000 married) and is completely phased out at income of $175,000 for a single filer (or $250,000 married).   This deduction is located on Schedule 1-A Additional Deductions, Part V. The total additional deductions will be summed and appear on your 1040, line 13b.   You can check this in TurboTax Online by navigating to Tax Tools on the left of your screen, choose Tools, then View Tax Summary. On the left of the screen, select Preview my 1040, and scroll to Schedule 1-A Part V.

After selecting Edit from that self-employed work summary menu, it should take you to a page that looks like this (below); on that screen, you would scroll down to income and select the Add income... button that I have highlighted yellow on my sample business to add a 1099-NEC. If not the below page, then where does it redirect you to - does the page have a heading title?     A few options from there,  If the above page is not loading correctly, you can start troubleshooting first by clearing your browser's cookies and cache, and logging back into TurboTax Online. Then, navigate back to Federal > Wages & Income > Self-employment income > Your 2025 self-employed work summary > Edit (or click the 1099-NEC jump-to link here) Instructions: TurboTax - How do I delete cookies?   If the page still does not load correctly (as in my image above), you can try logging back in to TurboTax Online from a different browser to see if your navigation and search begins working more smoothly. For example, if you're using Google Chrome, you could try Mozilla Firefox or Microsoft Edge instead (and vice versa).    Next, try just using the 1099-NEC jump-to link from here (click) - when I tested it, I was able to begin entering a new 1099-NEC, and to assign the form to an existing line of work from the drop-down menu on the following screen. Try this methodology and see if you are able to enter a new 1099-NEC, and then add it to your existing line of work.    If the above methods all fail, you would certainly be able to delete the original line of work, then add your 1099-NEC income while creating a "new" line of work with all of the original details. You can tag me with @ my username for more options if you would rather not delete existing input.   

If your RV qualifies as a second home and you are itemizing your deductions, go to Federal > Deductions & Credits > Mortgage Interest (Form 1098).   Choose Add a 1098, then Change how I enter my form, then Type it in myself.  When it asks for the Form 1098 details, enter the interest from your letter. You can check the box that the interest is different from the 1098 you received, and explain that you did not receive a 1098 when prompted for an explanation later.