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New Member
posted Mar 22, 2025 9:41:56 AM

Importing 1099-B data from Merrill

I am not being presented with any option to import 1099-B data directly from Merrill.  (The only options are to import from accounting software or TXF files.)  I see others are attempting to import but this option is not coming up for me.  Why would this be?    

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1 Replies
Expert Alumni
Mar 22, 2025 5:15:02 PM

Can you clarify if you are using TurboTax Desktop or TurboTax Online?