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dsulhoff
New Member

Download files from Merrill Lynch broker managed account

Using TurboTax Premier.  Trying to download 1099s from my Merrill broker managed account.  The only Merrill option is for Merrill Edge accounts which are self-directed accounts, and the broker managed accounts are not available with that selection. I can only get the self-directed (Merrill Edge) account information. How do I download the files for the broker managed accounts?

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1 Reply
CatinaT1
Expert Alumni

Download files from Merrill Lynch broker managed account

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

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