topic TT2025 Forms1099, ML financial institution not found on list in Get your taxes done using TurboTax

TT2025 Forms1099, ML financial institution not found on list

bensenb — Wed, 04 Feb 2026 23:47:37 GMT

TT 2025, when trying 1099INT, DIV, B import, Merrill Lynch Edge not found in list of financial institutionsMerril Lynch Edge missing from list

Re: TT2025 Forms1099, ML financial institution not found on list

MarilynG1 — Thu, 05 Feb 2026 01:40:24 GMT

If you're unable to import a 1099-INT, I would advise entering it manually. There's only two items; Bank Name and Amount.

Here's more info on How to Enter 1099-INT.

@bensenb

Re: TT2025 Forms1099, ML financial institution not found on list

bensenb — Thu, 05 Feb 2026 20:52:19 GMT

Thank you for prompt reply. However, in my case as with many other users, I have 1099B capital gains trasnsactions numbering into the 1000s. We really need this import feature to be operational soon!

Re: TT2025 Forms1099, ML financial institution not found on list

CatinaT1 — Thu, 05 Feb 2026 20:53:51 GMT

While many tax documents arrive by January 31, some brokerages delay consolidated 1099 statements (like 1099-B) until mid-February due to account complexity. If your data isn't ready to import yet, check back in a week or two.

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

See the following TurboTax Help articles for potential fixes: