topic Merrill Lynch does not show up as an option to directly download my 1099 in Retirement tax questions

Merrill Lynch does not show up as an option to directly download my 1099

tonyduartev — Thu, 05 Feb 2026 11:23:27 GMT

Re: Merrill Lynch does not show up as an option to directly download my 1099

coolcarn1sam — Thu, 05 Feb 2026 19:18:08 GMT

@tonyduartev Might be a little early as I have also not been able to see that as of Jan 5th afternoon EST

I see @user17683336554 also asked this Merrill Lynch-Merrill Edge not in import Dropdown.

Re: Merrill Lynch does not show up as an option to directly download my 1099

CatinaT1 — Thu, 05 Feb 2026 19:32:26 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:

Re: Merrill Lynch does not show up as an option to directly download my 1099

Opus 17 — Thu, 05 Feb 2026 20:25:05 GMT

I've asked for this to be investigated. ML should at least be listed as an option, going by past behavior.

Re: Merrill Lynch does not show up as an option to directly download my 1099

M-MTax — Fri, 06 Feb 2026 19:16:40 GMT

@Opus 17 wrote:
I've asked for this to be investigated. ML should at least be listed as an option, going by past behavior.

Agreed and if, for some reason, Intuit is parting ways here (or Merrill is), then Intuit should take the ML name and logo off the import screen where it appears prominently (or at least it used to). I assume it's still there and it's false advertising (or at least misleading) otherwise.

Re: Merrill Lynch does not show up as an option to directly download my 1099

TobiasC — Sat, 07 Feb 2026 00:59:20 GMT

I am having the same issue. Merrill lynch is not even showing on the list.

Called support and they don't know what is happening, as usual.

Re: Merrill Lynch does not show up as an option to directly download my 1099

TobiasC — Sat, 07 Feb 2026 00:59:38 GMT

Merrill lynch is not even showing as an option on the Turbo Tax list

Re: Merrill Lynch does not show up as an option to directly download my 1099

M-MTax — Sat, 07 Feb 2026 02:27:06 GMT

@TobiasC wrote:
Merrill lynch is not even showing as an option on the Turbo Tax list

We KNOW that already. Please read the posts above yours.

Re: Merrill Lynch does not show up as an option to directly download my 1099

M-MTax — Sat, 07 Feb 2026 03:07:14 GMT

Also, Merrill Edge clients:

CALL YOUR FAs ABOUT THIS ISSUE.

Re: Merrill Lynch does not show up as an option to directly download my 1099

rrc3rd — Mon, 09 Feb 2026 16:00:30 GMT

Catina, if it out there and available on Merrill should not the software option be available. Can we get. a ticket into the Software team ?

Re: Merrill Lynch does not show up as an option to directly download my 1099

M-MTax — Mon, 09 Feb 2026 16:03:47 GMT

@rrc3rd wrote:
Catina, if it out there and available on Merrill should not the software option be available. Can we get. a ticket into the Software team ?

Why? I just told you this issue is NOT limited to TurboTax.

For example, Merrill Edge is ALSO MISSING in H&R Block's tax prep software.

CALL YOUR MERRILL FINANCIAL ADVISOR OR CLIENT SERVICES!

Re: Merrill Lynch does not show up as an option to directly download my 1099

marc0johnson — Tue, 10 Feb 2026 08:42:12 GMT

Neither Merrill Lynch nor Merrill Edge show up as financial institutions - only Merrill Trust Managed Accounts is an option.

I do NOT feel like doing this manually - that's NOT why I paid for TurboTax. How do we get this escalated? Merrill said all data for my accounts is available online and they don't understand why I don't have the option to import.

Re: Merrill Lynch does not show up as an option to directly download my 1099

M-MTax — Tue, 10 Feb 2026 15:46:41 GMT

@marc0johnson wrote:
I do NOT feel like doing this manually....

Exactly, and it's unreasonable to ask users to do so. The TurboTax folks need to contact the Merrill folks AND vice versa to get this debacle resolved (Merrill also needs to talk to H&R Block because they don't have Merrill Edge listed as an import option either).

Re: Merrill Lynch does not show up as an option to directly download my 1099

leckhart — Tue, 10 Feb 2026 15:52:08 GMT

I am also having issues trying to find a way to download my Merrill Edge CMA account transactions. I have hundreds and manual is not an option. Merrill Edge does now show up on the company list as it has for years. Merrill Lynch does not show as well as of 2/10/26 @ 10:50. HELP

Re: Merrill Lynch does not show up as an option to directly download my 1099

M-MTax — Tue, 10 Feb 2026 15:57:28 GMT

@leckhart wrote:
Merrill Lynch does not show as well as of 2/10/26 @ 10:50. HELP

There is no "help" available. Suggestion is to call both TurboTax Support AND Merrill and complain.

Otherwise, it appears this is a waiting game at this point which, hopefully, will be resolved this week.

Re: Merrill Lynch does not show up as an option to directly download my 1099

marc0johnson — Tue, 10 Feb 2026 23:23:15 GMT

Spent 40 minutes on hold to talk to TT support ... was told that there's a back-end change happening and to try in 24 hours, if it doesn't work, call back to escalate the case. We shall see......

My ML tech specialist said it's TT not them.

Re: Merrill Lynch does not show up as an option to directly download my 1099

M-MTax — Wed, 11 Feb 2026 00:07:06 GMT

@marc0johnson wrote:
My ML tech specialist said it's TT not them.

Well, it works now. Try it.

Regardless, this was all (100%) Merrill. They changed the import procedure. In past years, you could just sign in to your Merrill account from within TurboTax and import the 1099s. This year, they included a link that takes you to your MyMerrill web page to sign in. So, it's different and Merrill changed it.

Re: Merrill Lynch does not show up as an option to directly download my 1099

czimmer501 — Wed, 11 Feb 2026 15:27:22 GMT

It is not fixed the only drop down for Merrill Lynch is Bank of America Merrill Sanity, which is clearly not the correct financial institution if you try to log in you receive an error message. If no drop down exists for Merrill it isn’t there fault it’s TT. This needs updated ASAP I’ve used this for years always worked before. Please open a ticket and correct this

Re: Merrill Lynch does not show up as an option to directly download my 1099

M-MTax — Wed, 11 Feb 2026 15:36:29 GMT

@czimmer501 wrote:
It is not fixed the only drop down for Merrill Lynch is Bank of America Merrill Sanity...

You don't see what's in the screenshot below? Refresh your browser, restart your program, etc.

Re: Merrill Lynch does not show up as an option to directly download my 1099

czimmer501 — Wed, 11 Feb 2026 17:41:55 GMT

Thank you so much M-MTax! That did it I was able to upload all my tax statements from ML