You'll need to sign in or create an account to connect with an expert.
Here is some information to help you import directly from Merrill Lynch.
You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-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!For some reason MERRILL LYNCH Edge shows on the list but not MERRILL LYNCH, PIERCE, FENNER & SMITH.
I don't get it? Dana
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.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
rhalexda
Level 2
Raph
Community Manager
minhhieu0912
New Member
frankdigiu
Level 1
schnelle
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.