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Level 2
February 12, 2026
Question

Merrill Lynch Import

  • February 12, 2026
  • 1 reply
  • 32 views

I tried to import my Merrill Lynch 1099B into Turbotax desktop.  I used the "Merrill" option from the dropdown and it correctly took me to my Merrill account where I then logged it.  It appeared to go through the process of acquiring the data and said it was complete and I could return to TurboTax.  There were not buttons or arrows to take to TurboTax.  I could only close the browser.  No data was actually imported to Turbotax Desktop.  Where am I going wrong?

 

    1 reply

    M-MTax
    Level 15
    February 12, 2026

    Follow the instructions on the screen carefully. You should see checkboxes that have to be marked for the import.

    Level 2
    February 13, 2026

    I did.  It got to the point where it connected to Merrill.  It appeared to get the data.  It returned a screen below but there was no way to return to TurboTax.