topic How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from. in Get your taxes done using TurboTax

How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

gymochin — Mon, 09 Feb 2026 14:42:02 GMT

MerrillEdge doesn't show up when searching for 'Your Financial Institution' in 2025 TurboTax.

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

M-MTax — Mon, 09 Feb 2026 15:06:15 GMT

Merrill Edge is not showing in the lists for TurboTax and other tax prep software, such as H&R Block. No one here is sure why that is the case.

You should contact your Merrill FA or client services and mention the omission.

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial inst...

TomK2023 — Mon, 09 Feb 2026 15:52:57 GMT

Merrill Lynch-Merrill Edge IS an importing partner with TurboTax.

TurboTax Import Partners

If your financial institution is not listed as a TurboTax partner that can import documents, then you may need to download/print a copy of your 1099-R and enter it manually yourself.

You'll get a Form 1099-R if you received $10 or more from a retirement plan. You're required to report a 1099-R on your tax return, even if the distribution isn't taxable.

You can import or upload your 1099-R, or manually enter the information yourself.

Enter/Update/Delete a 1099-R:

Open or continue your return.
Under Federal tab, Click on Personal Income (or enter "1099r" in the Search box, then click o "jump to 1099r" link).
Scroll down to Retirement Plans and Social Security section, and Click on Start/Update.
Import/Enter your information.

Here's how to navigate to the 1099-R section:

TurboTax Online/Mobile: Go to 1099-R.
TurboTax Desktop: Select Search Topics. Search for and select 1099-R.

TurboTax FAQ: Where do I enter my 1099-R?

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial inst...

M-MTax — Mon, 09 Feb 2026 16:09:42 GMT

@TomK2023 wrote:
Merrill Lynch-Merrill Edge IS an importing partner with TurboTax.

TurboTax Import Partners

If your financial institution is not listed as a TurboTax partner that can import documents, then you may need to download/print a copy of your 1099-R and enter it manually yourself.

Yeah, SORRY but your post is of ZERO help.

We KNOW that Merrill (Merrill Edge) is an import partner BUT it is NOT listed in the dropdown list in the program when it has been listed in prior tax years.

This is occurring in more than just TurboTax (also in H&R Block, for one), so Merrill Edge clients need to contact their FAs or client services (as I already posted above your post if you bothered to read it).

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial inst...

bladerunner250 — Tue, 10 Feb 2026 14:14:41 GMT

Not Merrill Lynch problem Turbo Tax needs software FIX ASAP.

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial inst...

baldietax — Tue, 10 Feb 2026 14:25:51 GMT

spoke with Merrill earlier who confirmed it's known to be a Turbotax issue they are working on for "later this week"

@TomK2023 keep seeing unhelpful responses from Intuit folks in this forum, it's clear to anyone paying attention to the issue flow in this forum that this is a common issue that is not user or data related at this point. There have been other posts about import partners not in the drop down, American Express Bank was an example. Please can you take this up internally to get more clarity in the responses.

Intuit spent 100mil on a deal with OpenAI perhaps they could point AI at this forum. There are probably 10 issues making 90% of the posts here and Intuit could just put up a simple FAQ page to help people or provide simple status updates on issues like this.

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial inst...

M-MTax — Tue, 10 Feb 2026 15:38:40 GMT

@baldietax wrote:
Intuit spent 100mil on a deal with OpenAI perhaps they could point AI at this forum. There are probably 10 issues making 90% of the posts here and Intuit could just put up a simple FAQ page to help people or provide simple status updates on issues like this.

Amen to this paragraph, @baldietax!

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

mlemyou — Tue, 10 Feb 2026 20:42:36 GMT

I am having the same issue. I can only see Merrill Trust Managed Accounts.

Merrill advertises Turbo Tax on their website with a 20% discount.

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

M-MTax — Tue, 10 Feb 2026 20:44:05 GMT

@mlemyou wrote:
Merrill advertises Turbo Tax on their website with a 20% discount.

Yeah and they should probably give Intuit (TurboTax) and H&R Block the information those companies need to add Merrill Edge to their import list.

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

gymochin — Wed, 11 Feb 2026 19:05:55 GMT

Called Merrill Edge support today. They said an issue was already opened with TurboTax. Hopefully the issue will be resolved soon. At meantime, they can generate comma separated files for 1099s to import to TurboTax manually. Have been using TurboTax years. It is the first time I experienced such issues.

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

baldietax — Wed, 11 Feb 2026 19:16:27 GMT

@gymochin this seems to have been resolved, other users are able to import now. You should see "Merrill" in the import list, if not then restart your Turbotax

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

gymochin — Thu, 12 Feb 2026 13:41:28 GMT

Yes, I can confirm that ml.com shows up in the pull down window of 'Your financial institutions'. Thanks!

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

tuanngnttax — Sat, 14 Feb 2026 09:10:07 GMT

I saw Merrill on the list in TurboTax software.

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

M-MTax — Sat, 14 Feb 2026 15:09:14 GMT

@tuanngnttax wrote:
I saw Merrill on the list in TurboTax software.

It works if your statements are available.

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

famini1333 — Sun, 15 Feb 2026 18:12:55 GMT

I was having the same problem. Kept looking for Merrill Edge on the brokerage list and not finding it, so I kept using Merrill (that was on the list) trying to import my Merrill's 1099-B into 2025 TurboTax. It kept giving me error. I just tried it again but this time I unchecked all boxes that were pre-checked automatically, then I only check the one account that I needed the import for and it worked!

Re: How do I import 1099 forms from MerrillEdge to 2025 TurboTax? It is not one of financial institutions to select from.

tuanngnttax — Mon, 16 Feb 2026 01:10:56 GMT

I did try that too and no good result. I unselected all boxes and only selected Merrill box. The final page that I got was "Let's try to get your forms" something like that. I clicked on the OK button on this page and it didn't do anything. It stucked there forever. I was able to download from Bank of America and Charles Schwab, but not Merrill. Either mine is not ready for TurboTax or something is wrong. I will try it again today.