Can Merrill Lynch tax forms be imported into TurboTax Business?
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rfox738
New Member

Can Merrill Lynch tax forms be imported into TurboTax Business?

 
3 Replies
JudithR
New Member

Can Merrill Lynch tax forms be imported into TurboTax Business?

Here is some information to help you import directly from Merrill Lynch.

You can securely import your 1099-B1099-DIV1099-INT1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

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 import

I hope this information helps!
NetMacDana
New Member

Can Merrill Lynch tax forms be imported into TurboTax Business?

For some reason MERRILL LYNCH Edge shows on the list but not MERRILL LYNCH, PIERCE, FENNER & SMITH.

 

I don't get it?  Dana

MarilynG1
Employee Tax Expert

Can Merrill Lynch tax forms be imported into TurboTax Business?

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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