Does Merrill Lynch partner with TurboTax to import 1099B.?
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New Member

Does Merrill Lynch partner with TurboTax to import 1099B.?

 
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Level 15
Level 15

Does Merrill Lynch partner with TurboTax to import 1099B.?

Yes, Merrill Lynch-Merrill Edge is a TurboTax import partner for 1099 information.

The complete list of import partners is at the following link.

https://www.partner.turbotax.com/top_partner_list.html

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New Member

Does Merrill Lynch partner with TurboTax to import 1099B.?

Does the import include all supplemental 1099 documents received prior to the import?
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Level 15
Level 15

Does Merrill Lynch partner with TurboTax to import 1099B.?

Merrill Lynch determines what is included in the imported data. TurboTax just imports the data that Merrill Lynch provides.
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