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Level 1

Question

On investment list of Brokers, how come Merrill Lynch is not listed? I can't import the informations I need like gain/lost on sale of stocks.

Forum|Forum|4 years ago
March 1, 2022
2 replies
34 views

No text available

Level 15

See Re: Stocks, investment - Please, I need help so I... (intuit.com)

Level 15

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.

On the Your investments and savings screen, scroll down to and Add investments.
On the Let's import your tax info screen, type Merrill in the box. ! result will appear. Click on the Merrill-Merrill Edge.
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]

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