topic Merrill Lynch does not appear in the drop-down this year, is that coming soon? in Retirement tax questions

Merrill Lynch does not appear in the drop-down this year, is that coming soon?

tph9091 — Wed, 11 Feb 2026 14:49:41 GMT

Re: Merrill Lynch does not appear in the drop-down this year, is that coming soon?

Opus 17 — Wed, 11 Feb 2026 15:15:09 GMT

I imported from Merrill last night, apparently it is a recent update. Has your program been updated recently? It's listed just as "Merrill" this year, not "Merrill Edge" or anything else.

Re: Merrill Lynch does not appear in the drop-down this year, is that coming soon?

DaveF1006 — Wed, 11 Feb 2026 15:18:03 GMT

Merrill Lynch often does not activate its "import partner" status until mid-February. As a result, the Merrill Lynch drop-down won't appear until the import is available.

Merrill Lynch says that for many clients, consolidated 1099 tax-reporting statements will be posted to online accounts by February 27 or February 28, 2026. However, they may be posted later because of an extension filed with the IRS, to validate data. This means many consolidated 1099-B forms may not be finalized for import until late February or early March. This is mentioned in this source under the heading What Might Delay Consolidated 1099's.

Re: Merrill Lynch does not appear in the drop-down this year, is that coming soon?

beepa — Fri, 27 Feb 2026 22:05:24 GMT

As of Feb 27 the import from Merrill has moved to a new status, but when it asked me to click "Allow" instead of "Block" after connecting to Merrill's site, the "Allow" button does nothing. I've used TT for a very many years and have had only minor problems importing my data from Merrill. This year is the worst imaginable experience with it.

Re: Merrill Lynch does not appear in the drop-down this year, is that coming soon?

DaveF1006 — Tue, 03 Mar 2026 21:20:35 GMT

It's listed but not listed in the icons that appear. If you are using the online version, select the magnifying glass and type in Merrill in the search box under the heading "Let's Find Your Account". Merrill will now appear as Merrill with the website address. Merrill is the same as Merrill Lynch but abbreviated.

If you are working in the desktop version, Merrill is a choice listed as a financial institution.