Merrill 1099-R - not available to download

DXY2021 — Wed, 11 Feb 2026 03:30:59 GMT

Hello - i have a Merrill 1099-R that doesn't show up on the TurboTax import

I select Merrill Edge and brokerage items show up, but the 1099-R is not on the list. It was posted on hardcopy in their website in Jan

Should i just manually input? It's unusual that the brokerage items are there but this one document doesn't show up.

thanks for any help

Re: Merrill 1099-R - not available to download

VolvoGirl — Wed, 14 Feb 2024 22:22:44 GMT

Yes just manually enter it. It should be just as easy and fast.