How do I transfer my Merrill Lynch info

gmackfla — Tue, 04 Jun 2019 20:38:42 GMT

You can securely import your 1099-B, 1099-DIV, 1099-INT,...

NancyG — Tue, 04 Jun 2019 20:38:43 GMT

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to that section by searching for the 1099 form number in TurboTax and then clicking the Jump to link in the search results.

Tip: 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 First National Bank and if you select the "wrong" First National Bank, you won't be able to import.

Related Information:

Which 1099 forms can be imported?
Which 1099 forms are not available for import?
When will I be able to import my 1099?

topic How do I transfer my Merrill Lynch info in Get your taxes done using TurboTax

How do I transfer my Merrill Lynch info

You can securely import your 1099-B, 1099-DIV, 1099-INT,...