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Jimbo151
New Member

I am having trouble getting to the place where everything from Merrill Lynch can get imported. I did it last year and it was wonderful.

 
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Accepted Solutions
KenH1
New Member

I am having trouble getting to the place where everything from Merrill Lynch can get imported. I did it last year and it was wonderful.

Go to:

Federal Taxes > Wages & Income > 

Scroll down to Investment Income, then click Show More

Select Start next to Stocks, Mutual Funds, Bonds, Other 

Answer Yes to "Did you get a 1099-B or a brokerage statement?"

The import screen should appear.

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2 Replies
KenH1
New Member

I am having trouble getting to the place where everything from Merrill Lynch can get imported. I did it last year and it was wonderful.

Go to:

Federal Taxes > Wages & Income > 

Scroll down to Investment Income, then click Show More

Select Start next to Stocks, Mutual Funds, Bonds, Other 

Answer Yes to "Did you get a 1099-B or a brokerage statement?"

The import screen should appear.

I am having trouble getting to the place where everything from Merrill Lynch can get imported. I did it last year and it was wonderful.

But not all the 1099-B is necessarily ready yet.
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