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