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jsigona
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Can I import tax info from Merrill Edge? Neither Merrill, Merrill Lynch or Merrill Edge is in the list of Turbo Tax financial institutions.

 
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2 Replies

Can I import tax info from Merrill Edge? Neither Merrill, Merrill Lynch or Merrill Edge is in the list of Turbo Tax financial institutions.

Financial institutions do not typically have information ready for importing to tax software until mid to late February, so you are attempting this too soon.   They often have the information available for you print from their websites before it becomes available for import, which you can do and then enter manually.

 

NOT ON THE DROP DOWN LIST

 

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

 

 

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

 

IMPORTING VARIOUS KINDS OF 1099’s

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2...

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Can I import tax info from Merrill Edge? Neither Merrill, Merrill Lynch or Merrill Edge is in the list of Turbo Tax financial institutions.

Merrill Edge was available last year, but not until about February 10 as I recall.  It's up to the investment company when they release their documents.  

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