Is this 1099 Partner list still accurate?

[M-MTax]

Here: https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/...

It appears that a couple of firms (reportedly) that are on the Partner List do NOT appear in the selection box in the program for import - there may be more than the two mentioned here.

One is Prudential, the other is Merrill Edge (or something very similar). Both appear as "1099 Partners" but there is no selection in the program for either one (purportedly). 

[GabiU]

Hi @M-MTax We'll look into this for you. 

[M-MTax]

Thanks much, @GabiU 

[GabiU]

What product are you using and what section are you importing this information? @M-MTax 

[M-MTax]

@GabiU 

This issue involves the capital gains section and interest/dividend importing.

The reports are that, most notably, Merrill Lynch-Merrill Edge is missing. Also missing are Prudential, Ivy, USAA, Putnam, and a few others. I'm not sure how many have merged or going by a different name, but the 1098/1099 list doesn't line up. 

The developers need to compare what is offered in the program against the following list:

https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/...

[M-MTax]

I have several products installed (a couple not TurboTax) but also have Home & Business installed which is what I'm looking at re this issue.

[GabiU]

Thanks @M-MTax 
I've shared your feedback and will let you know of updates. 

[GabiU]

Good morning @M-MTax! Please check back on this feature after January 31, 2026 when the the majority of these forms will be available from the institutions. We'll be able to gather more information at that time. When the time comes, let me know in the replies to this thread. Thank you!