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Level 1
posted May 31, 2019 9:40:20 PM

I'm using the 2016 Turbo Tax premier version and can't figure how to import my Merrill Lynch documents. What are the steps?

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1 Replies
New Member
May 31, 2019 9:40:20 PM

You can import your tax documents from Merrill Lynch as long as they are available.  To import, you need to go to the section of TurboTax where you need to enter the form.  See below for more information on importing 1099's and which types can be imported into TurboTax.  Then follow the onscreen instructions to complete the import.

https://ttlc.intuit.com/replies/3389470