Here is some information to help you import directly from Merrill Lynch.
When you get to the place in Turbo Tax where we ask if you received that form, answer Yes and we'll give you the option to import.
You can also jump straight to that section by searching for the 1099 form number in Turbo Tax and then clicking the Jump to link in the search results.
Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with First National Bank and if you select the "wrong" First National Bank, you won't be able to importI hope this information helps!
Unfortunately, TurboTax Business does not supporting importing financial data directly from brokerage accounts, only from QuickBooks.
However, you can Enter a Summary in Lieu of Individual Transactions if you have a large number of transactions, or enter the transactions manually.
Click this link for more info on Importing Financial Info to TurboTax Business.
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