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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
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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