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New Member
posted Jun 1, 2019 10:21:36 AM

I want to download my 1099-b from Merrill Lynch Is there a tool to do this?

2 12 29252
12 Replies
Intuit Alumni
Jun 1, 2019 10:21:37 AM

Yes. Merrill Lynch is partnered with TurboTax to allow you to import your 1099-B. Please see this helpful FAQ for instructions: https://ttlc.intuit.com/replies/3389470

Expert Alumni
Jan 27, 2020 1:39:19 PM

Turbotax does provide the import feature for the Form 1099-B. Please check with Merrill Lynch to see if the forms are available.  It generally takes 3 days to activate the link in TurboTax after Merrill Lynch provides you access to the Form 1099-B on their website.

 

Once you login to TurboTax, select Personal Income Tab 

  1. Navigate to the section labeled Investment Income and select the entry for “Stocks, Mutual Funds, Bonds, Other”.
  2. When prompted with “Did you sell any investments in 2018?” and “Did you get a 1099-B or a brokerage statement for these sales?” click the “Yes” button.
  3. Search for “Merrill Lynch”, select the entry, then click Continue.
  4. When prompted for your Merrill Lynch Login, use the user ID and password for your Merrill Lynch account.
  5. Click Import Now and your transactions should be imported.

 

Please click on the following link for additional detailed instructions.

How to import Form 1099-B from Merrill Lynch

Returning Member
Feb 20, 2021 5:15:32 PM

I want to down load my 1099-b

Intuit Alumni
Feb 20, 2021 5:42:29 PM

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

 

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

 

Please click How do I import my 1099? to learn more. 

Level 1
May 17, 2021 8:43:28 AM

i want to download my 1099-b from Merrill Lynch 

Expert Alumni
May 17, 2021 4:51:10 PM

Please click How do I import my 1099? to learn more. 

@Pm072367

New Member
Feb 7, 2022 10:41:24 AM

I want to down load my 1099 tax form

 

Level 15
Feb 7, 2022 10:43:29 AM


@Jenniferhope001 wrote:

I want to down load my 1099 tax form

 


See this TurboTax support FAQ for importing a form 1099 - https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

New Member
Mar 13, 2022 11:00:27 AM

How do I do this

Intuit Alumni
Mar 14, 2022 7:08:41 AM

This article will provide instructions on how to download your 1099. 

How to upload your 1099 to TurboTax 

@garyroach

New Member
Mar 16, 2022 10:54:47 AM

I understand how to import the document. thank you.

but how do I DOWNLOAD the actual 1099r ? Cause Turbotax asks to fill in the info like

Distribution info

Box 1 - Gross distribution
Box 2a - Taxable amount
Box 2b

Taxable amount not determined box is checked

Total distribution is checked
 
I do not see 1099r in my Merrill Lynch account. I have 1099-R Tax Reporting Statement, which just answers common questions. 
 

Expert Alumni
Mar 16, 2022 12:18:08 PM

You can't download the form using TurboTax. You should be able to log into your account with Merrill Lynch and download it from their website.