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ebrand245
New Member

I want to import a 1099DIV from Merrill Lynch with the step by step process. Nothing shows in the select item below box no matter what name I type. I have TurboPremium.

It's not a Merrill Lynch problem.  If I type in Bank of America or Suntrust Bank the box still remains empty.  It doesn't show any bank name no matter what I type. 

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3 Replies
HelenaC
New Member

I want to import a 1099DIV from Merrill Lynch with the step by step process. Nothing shows in the select item below box no matter what name I type. I have TurboPremium.

The reason you don't see information is because TurboTax has not received the information from the banking/brokerage institutions. The IRS mailing deadline is Feb. 15, 2018 for Form 1099-B Proceeds From Broker and Barter Exchange Transactions and other forms related to an account.

When the forms are ready, use the TurboTax import feature to get the data into your TurboTax income tax return(s). To use the import feature, click on How do I import my 1099?

I want to import a 1099DIV from Merrill Lynch with the step by step process. Nothing shows in the select item below box no matter what name I type. I have TurboPremium.

ahhhh...I found it...I could get Merrill lynch to show up.....perhaps some more Information

Type "Merr" only, then wait for the selection to show up in the box below, and double-click on the text that show up in the box
(Then ttx will show what date that Merrill claims they will have the forms ready for import...but the date could change)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

I want to import a 1099DIV from Merrill Lynch with the step by step process. Nothing shows in the select item below box no matter what name I type. I have TurboPremium.

Same for the other two...just type "Bank" or just type "Sun"

If they still don't show up, you may need to update your software so that the partner firms get populated in the software
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
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