topic Import from Merrill Edge doesn't import 1099B in Retirement tax questions

Import from Merrill Edge doesn't import 1099B

davidbienvenu — Mon, 17 Feb 2025 14:55:19 GMT

Other 1099 forms are imported correctly. View Details for the 1099B does show the form data, but when I click import, it doesn't import into TurboTax - it's not visible in the list of imported forms, nor is the data reflected in my tax calculation

Re: Import from Merrill Edge doesn't import 1099B

CatinaT1 — Mon, 17 Feb 2025 15:27:28 GMT

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

Re: Import from Merrill Edge doesn't import 1099B

davidbienvenu — Mon, 17 Feb 2025 16:35:11 GMT

This is with the Destkop verson of TurboTax. This seems like an issue parsing the 1099B form, because TurboTax successfully download the text, but could not import it.

Re: Import from Merrill Edge doesn't import 1099B

CatinaT1 — Mon, 17 Feb 2025 20:46:15 GMT

For Merrill, I saw another user changed their password for Merrill and then was able to import. Let me know if that works for you.

User solution:
The ultimate solution, although I do not understand why, was to change my Merrill password. Once I did this, the import worked fine. My previous password worked in Merrill, but for some unknown reason when I used the same ID/Password in TurboTax, I could not log in.. Simply changing my password in my Merrill account and then attempting the import with the new password worked.

Re: Import from Merrill Edge doesn't import 1099B

davidbienvenu — Mon, 17 Feb 2025 22:55:18 GMT

Since other 1099 forms can be downloaded and imported, and the 1099B is downloaded, but not imported, it's not an issue logging onto Merrill Lynch.