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annereis
New Member

Download Help Needed

Need Download help for my Merrill Lynch Account.

1 Reply
NatalieC
New Member

Download Help Needed

Here is more information on How To Import your Merrill Lynch Information:

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!

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