topic Here is some information to help you import directly from... in Get your taxes done using TurboTax https://ttlc.intuit.com/community/taxes/discussion/here-is-some-information-to-help-you-import-directly-from/01/406587#M167815 <P>Here is some information to help you import directly from Merrill Lynch.</P><P>You can securely import your <A href="https://ttlc.intuit.com/questions/GEN12260?legacy=true" target="_blank">1099-B</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12262?legacy=true" target="_blank">1099-DIV</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12265?legacy=true" target="_blank">1099-INT</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12268?legacy=true" target="_blank">1099-OID</A>, or&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12270?legacy=true" target="_blank">1099-R</A>&nbsp;into TurboTax, provided your broker or financial institution participates in our <A href="https://support.turbotax.intuit.com/redirect/partners" target="_blank">TurboTax Partner program</A>.</P> <P>When you get to the place in Turbo Tax where we ask if you received that form, answer <STRONG>Yes </STRONG>and we'll give you the option to import.</P> <P>You can also jump straight to that section by searching for the 1099 form number in Turbo Tax and then clicking the <STRONG>Jump to</STRONG> link in the search results.</P> <P><STRONG>Tip:</STRONG> When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with <STRONG>First National Bank</STRONG> and if you select the "wrong" First National Bank, you won't be able to import</P> I hope this information helps!<BR /> Tue, 04 Jun 2019 20:19:13 GMT JudithR 2019-06-04T20:19:13Z Can Merrill Lynch tax forms be imported into TurboTax Business? https://ttlc.intuit.com/community/taxes/discussion/can-merrill-lynch-tax-forms-be-imported-into-turbotax-business/01/406574#M167808 Tue, 04 Jun 2019 20:19:11 GMT https://ttlc.intuit.com/community/taxes/discussion/can-merrill-lynch-tax-forms-be-imported-into-turbotax-business/01/406574#M167808 rfox738 2019-06-04T20:19:11Z Here is some information to help you import directly from... https://ttlc.intuit.com/community/taxes/discussion/here-is-some-information-to-help-you-import-directly-from/01/406587#M167815 <P>Here is some information to help you import directly from Merrill Lynch.</P><P>You can securely import your <A href="https://ttlc.intuit.com/questions/GEN12260?legacy=true" target="_blank">1099-B</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12262?legacy=true" target="_blank">1099-DIV</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12265?legacy=true" target="_blank">1099-INT</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12268?legacy=true" target="_blank">1099-OID</A>, or&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12270?legacy=true" target="_blank">1099-R</A>&nbsp;into TurboTax, provided your broker or financial institution participates in our <A href="https://support.turbotax.intuit.com/redirect/partners" target="_blank">TurboTax Partner program</A>.</P> <P>When you get to the place in Turbo Tax where we ask if you received that form, answer <STRONG>Yes </STRONG>and we'll give you the option to import.</P> <P>You can also jump straight to that section by searching for the 1099 form number in Turbo Tax and then clicking the <STRONG>Jump to</STRONG> link in the search results.</P> <P><STRONG>Tip:</STRONG> When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with <STRONG>First National Bank</STRONG> and if you select the "wrong" First National Bank, you won't be able to import</P> I hope this information helps!<BR /> Tue, 04 Jun 2019 20:19:13 GMT https://ttlc.intuit.com/community/taxes/discussion/here-is-some-information-to-help-you-import-directly-from/01/406587#M167815 JudithR 2019-06-04T20:19:13Z Re: Here is some information to help you import directly from... https://ttlc.intuit.com/community/taxes/discussion/re-here-is-some-information-to-help-you-import-directly-from/01/1980630#M713208 <P>For some reason MERRILL LYNCH Edge shows on the list but not&nbsp;MERRILL LYNCH, PIERCE, FENNER &amp; SMITH.</P><P>&nbsp;</P><P>I don't get it? &nbsp;Dana</P> Wed, 24 Feb 2021 06:09:16 GMT https://ttlc.intuit.com/community/taxes/discussion/re-here-is-some-information-to-help-you-import-directly-from/01/1980630#M713208 NetMacDana 2021-02-24T06:09:16Z Re: Here is some information to help you import directly from... https://ttlc.intuit.com/community/taxes/discussion/re-here-is-some-information-to-help-you-import-directly-from/01/1982990#M714070 <P>Unfortunately, TurboTax Business does not supporting importing financial data directly from brokerage accounts, only from QuickBooks.</P> <P>&nbsp;</P> <P>However, you can <A href="https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-large-number-of-stock-transactions-in-turbotax-online/00/26748" target="_blank">Enter a Summary in Lieu of Individual Transactions</A>&nbsp;if you have a large number of transactions, or enter the transactions manually.</P> <P>&nbsp;</P> <P>Click this link for more info on&nbsp;<A href="https://ttlc.intuit.com/community/taxes/discussion/with-turbotax-business-desktop-how-do-i-import-brokerage-1099-data/00/279463" target="_blank">Importing Financial Info to TurboTax Business</A>.</P> Wed, 24 Feb 2021 19:11:26 GMT https://ttlc.intuit.com/community/taxes/discussion/re-here-is-some-information-to-help-you-import-directly-from/01/1982990#M714070 MarilynG1 2021-02-24T19:11:26Z
This XML file does not appear to have any style information associated with it. The document tree is shown below.
<rss xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:rdf="http://www.w3.org/1999/02/22-rdf-syntax-ns#" xmlns:taxo="http://purl.org/rss/1.0/modules/taxonomy/" version="2.0">
<channel>
<title>
topic Here is some information to help you import directly from... in Get your taxes done using TurboTax
</title>
<link>
https://ttlc.intuit.com/community/taxes/discussion/here-is-some-information-to-help-you-import-directly-from/01/406587#M167815
</link>
<description>
<P>Here is some information to help you import directly from Merrill Lynch.</P><P>You can securely import your <A href="https://ttlc.intuit.com/questions/GEN12260?legacy=true" target="_blank">1099-B</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12262?legacy=true" target="_blank">1099-DIV</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12265?legacy=true" target="_blank">1099-INT</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12268?legacy=true" target="_blank">1099-OID</A>, or&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12270?legacy=true" target="_blank">1099-R</A>&nbsp;into TurboTax, provided your broker or financial institution participates in our <A href="https://support.turbotax.intuit.com/redirect/partners" target="_blank">TurboTax Partner program</A>.</P> <P>When you get to the place in Turbo Tax where we ask if you received that form, answer <STRONG>Yes </STRONG>and we'll give you the option to import.</P> <P>You can also jump straight to that section by searching for the 1099 form number in Turbo Tax and then clicking the <STRONG>Jump to</STRONG> link in the search results.</P> <P><STRONG>Tip:</STRONG> When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with <STRONG>First National Bank</STRONG> and if you select the "wrong" First National Bank, you won't be able to import</P> I hope this information helps!<BR />
</description>
<pubDate>Tue, 04 Jun 2019 20:19:13 GMT</pubDate>
<dc:creator>JudithR</dc:creator>
<dc:date>2019-06-04T20:19:13Z</dc:date>
<item>
<title>
Can Merrill Lynch tax forms be imported into TurboTax Business?
</title>
<link>
https://ttlc.intuit.com/community/taxes/discussion/can-merrill-lynch-tax-forms-be-imported-into-turbotax-business/01/406574#M167808
</link>
<description/>
<pubDate>Tue, 04 Jun 2019 20:19:11 GMT</pubDate>
<guid>
https://ttlc.intuit.com/community/taxes/discussion/can-merrill-lynch-tax-forms-be-imported-into-turbotax-business/01/406574#M167808
</guid>
<dc:creator>rfox738</dc:creator>
<dc:date>2019-06-04T20:19:11Z</dc:date>
</item>
<item>
<title>
Here is some information to help you import directly from...
</title>
<link>
https://ttlc.intuit.com/community/taxes/discussion/here-is-some-information-to-help-you-import-directly-from/01/406587#M167815
</link>
<description>
<P>Here is some information to help you import directly from Merrill Lynch.</P><P>You can securely import your <A href="https://ttlc.intuit.com/questions/GEN12260?legacy=true" target="_blank">1099-B</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12262?legacy=true" target="_blank">1099-DIV</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12265?legacy=true" target="_blank">1099-INT</A>,&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12268?legacy=true" target="_blank">1099-OID</A>, or&nbsp;<A href="https://ttlc.intuit.com/questions/GEN12270?legacy=true" target="_blank">1099-R</A>&nbsp;into TurboTax, provided your broker or financial institution participates in our <A href="https://support.turbotax.intuit.com/redirect/partners" target="_blank">TurboTax Partner program</A>.</P> <P>When you get to the place in Turbo Tax where we ask if you received that form, answer <STRONG>Yes </STRONG>and we'll give you the option to import.</P> <P>You can also jump straight to that section by searching for the 1099 form number in Turbo Tax and then clicking the <STRONG>Jump to</STRONG> link in the search results.</P> <P><STRONG>Tip:</STRONG> When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with <STRONG>First National Bank</STRONG> and if you select the "wrong" First National Bank, you won't be able to import</P> I hope this information helps!<BR />
</description>
<pubDate>Tue, 04 Jun 2019 20:19:13 GMT</pubDate>
<guid>
https://ttlc.intuit.com/community/taxes/discussion/here-is-some-information-to-help-you-import-directly-from/01/406587#M167815
</guid>
<dc:creator>JudithR</dc:creator>
<dc:date>2019-06-04T20:19:13Z</dc:date>
</item>
<item>
<title>
Re: Here is some information to help you import directly from...
</title>
<link>
https://ttlc.intuit.com/community/taxes/discussion/re-here-is-some-information-to-help-you-import-directly-from/01/1980630#M713208
</link>
<description>
<P>For some reason MERRILL LYNCH Edge shows on the list but not&nbsp;MERRILL LYNCH, PIERCE, FENNER &amp; SMITH.</P><P>&nbsp;</P><P>I don't get it? &nbsp;Dana</P>
</description>
<pubDate>Wed, 24 Feb 2021 06:09:16 GMT</pubDate>
<guid>
https://ttlc.intuit.com/community/taxes/discussion/re-here-is-some-information-to-help-you-import-directly-from/01/1980630#M713208
</guid>
<dc:creator>NetMacDana</dc:creator>
<dc:date>2021-02-24T06:09:16Z</dc:date>
</item>
<item>
<title>
Re: Here is some information to help you import directly from...
</title>
<link>
https://ttlc.intuit.com/community/taxes/discussion/re-here-is-some-information-to-help-you-import-directly-from/01/1982990#M714070
</link>
<description>
<P>Unfortunately, TurboTax Business does not supporting importing financial data directly from brokerage accounts, only from QuickBooks.</P> <P>&nbsp;</P> <P>However, you can <A href="https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-large-number-of-stock-transactions-in-turbotax-online/00/26748" target="_blank">Enter a Summary in Lieu of Individual Transactions</A>&nbsp;if you have a large number of transactions, or enter the transactions manually.</P> <P>&nbsp;</P> <P>Click this link for more info on&nbsp;<A href="https://ttlc.intuit.com/community/taxes/discussion/with-turbotax-business-desktop-how-do-i-import-brokerage-1099-data/00/279463" target="_blank">Importing Financial Info to TurboTax Business</A>.</P>
</description>
<pubDate>Wed, 24 Feb 2021 19:11:26 GMT</pubDate>
<guid>
https://ttlc.intuit.com/community/taxes/discussion/re-here-is-some-information-to-help-you-import-directly-from/01/1982990#M714070
</guid>
<dc:creator>MarilynG1</dc:creator>
<dc:date>2021-02-24T19:11:26Z</dc:date>
</item>
</channel>
</rss>