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Level 1
posted Mar 23, 2023 5:52:33 AM

I can not import my 1099-b to turbotax

Merrill edge import other 1099-div -int , but not 1099-b . anyway to import it differently

0 4 458
4 Replies
Level 15
Mar 23, 2023 6:50:22 AM

You might want to contact Merrill for this issue to ensure you have access to all of the documents.

Returning Member
Apr 3, 2023 3:22:22 PM

This is not a Merrill issue. It's a TT one. Has anyone had any success with this?

If so, what did you have to do?

Intuit Alumni
Apr 4, 2023 9:02:52 AM

Please follow the instructions here to enter or import the 1099B. 

 

Please let us know if you need further assistance. @Manokski3700 

Level 15
Apr 4, 2023 9:10:59 AM

@Manokski3700 wrote:

This is not a Merrill issue. It's a TT one. Has anyone had any success with this?

Whether or not it is a Merrill or TurboTax issue, the issue is one that you are experiencing, but many others are not.  As a result, it is likely related to your Merrill account as opposed to TurboTax.

 

If you select Merrill Edge, you should be able to import your 1099-B statement after entering your Merrill Login ID and password. I have been able to import a 1099-B from Merrill on several test returns without issue.