2865150
You'll need to sign in or create an account to connect with an expert.
I am using the Business version of TT. Your screen shot showing all the brokerage firms dos not appear when I try to import income Form 1099 transaction data. There is only a drop down menu with 9 brokerage firms listed...Merrill not being one. Another option is to select that my brokerage firm is not showing (see first screen shot). I have accounts at two brokerage firms that are listed and when I select one of them all I can get to is a manual input screen where I have to manually input for each transcription the description, acquisition date, date of sale, price cost (1a-1g) I have 7 pages of actions for 3 different Merrill accounts. I am not able to import the information from my brokerage account. I have cleared chache, tried multiple browsers, disabled MS Defender virus protection, turned off my vpn, created multiple different tax return files to no avail. This is a relatively simple trust return, Form 1041, with a lot of individual transactions in the brokerage account. Not worth having to input each transaction. Any other suggestions?
I also have the Premier version for Form 1040 and it will import and access my brokerage information.
If you can't import, you have the option to summarize by category, entering one line for each. Here's more info on How to Enter a Summary in Lieu of Individual Transactions.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
catdelta
Level 2
RicN
Level 2
user17524231336
Level 1
user17522833981
Returning Member
fldcdeb
Level 1