topic Merrill Lynch is not listed on the investment list of brokerages. in Get your taxes done using TurboTax

Merrill Lynch is not listed on the investment list of brokerages.

tuanngnttax — Mon, 23 Feb 2026 13:09:19 GMT

On investment list of Brokers, how come Merrill Lynch is not listed? I can't import the information I need like gain/lost on sale of stocks. I am using Turbo Tax Home & Business 2022.

Re: Merrill Lynch is not listed on the investment list of brokerages.

Anonymous_ — Tue, 07 Feb 2023 03:06:11 GMT

Re: Merrill Lynch is not listed on the investment list of brokerages.

tuanngnttax — Tue, 07 Feb 2023 03:26:50 GMT

I am using Turbo Tax Home & Business 2022 and I didn't see Merrill. Are you sure it is from Turbo Tax H&B 2022?

Re: Merrill Lynch is not listed on the investment list of brokerages.

Anonymous_ — Tue, 07 Feb 2023 05:10:20 GMT

@tuanngnttax wrote:

I am using Turbo Tax Home & Business 2022 and I didn't see Merrill. Are you sure it is from Turbo Tax H&B 2022?

Yes, the screenshot is from the 2022 version of Home & Business.

Re: Merrill Lynch is not listed on the investment list of brokerages.

tuanngnttax — Tue, 07 Feb 2023 15:27:41 GMT

My bad, some how I still couldn't see it in the list of brokers, so I went ahead to delete the tax file and recreated a new tax file, then I saw Merrill in the list again.

Re: Merrill Lynch is not listed on the investment list of brokerages.

Vcou123 — Tue, 28 Feb 2023 13:46:21 GMT

I have a Merrill Lynch Wealth Management Account (MyMerrill) and not the Merrill Edge and it is not listed on the download list.

Re: Merrill Lynch is not listed on the investment list of brokerages.

Anonymous_ — Tue, 28 Feb 2023 14:46:25 GMT

Use Merrill Edge.