I am not able to import investment data from Merrill Lynch brokerage because this brokerage is not listed in the list for me to chose

[tuanngnttax]

I am using Turbo Tax Home & Business 2022 to do my tax and I could not import my investment data from Merrill Lynch brokerage because it is not listed.  This is bad.  I saw this brokerage was listed in the Turbo Tax software every year; but not this year.  I need help.  

[rjs · Accepted solution]

Merrill Lynch has dropped Lynch from its name. It's now just called Merrill. In the list of financial institutions, select Merrill - Merrill Edge and see if you are able to import your investment data.

[tuanngnttax]

My bad, some how I still couldn't see it in the list of brokers, so I went ahead to delete the tax file and recreated a new tax file, then I saw Merrill in the list again. 

[EbonyA]

Glad to hear you were able to find it; thanks  for the update.

[tuanngnttax]

Yeah, it is kind of queer and I noticed that the list of brokers was way shorter than the correct list and it only contained like 10 brokers. The correct list contained at least 100 brokers.  Any way I have to create a fresh tax file again in order to import investment data from Merrill Lynch.  It is better than inputting investment data manually, which is a nightmare.

[anitahsu2012]

I could import from Merrill edge for my 1099-int and 1099-div, but not import 1099-B. all other brokerage import I have to go through intuit, but Merrill can import directly from turbotax. but did not have number in 1099-b, also in the invest income have 'untitle' brokerage and wrong gain/loss. thanks for your post,

[TiffanyL]

@anitahsu2012 

Did you still need assistance with importing your 1099-B or were you able to figure it out?

[Dsalsa]

When you type Merr only one Merrill shows up, I’ve been trying to import my 1099-B since it was available to download from the Merrill site with no luck. “ Look like there’s a technical issue” is the first message I get, followed by “ there was an error importing from this financial institution” and finally “ Try again in a few hours or enter your info in a different way (100)”

Please help

[lijie2552]

Not able to import form Merrill: no report available from your ID. Please help

[CatinaT1]

Try closing TurboTax, clear your Cache and Cookies if you are using TurboTax Online, and reopen TurboTax.  You can also try a different browser.

Also, make sure you have ran all updates. 

If using TurboTax Online: Clear your cache and cookies. See this FAQ, for your particular browser.

If using TurboTax Desktop: Please see this FAQ.

[lijie2552]

How to solve if using a desktop app?

[CatinaT1]

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?