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I am using Turbo Tax Home & Business 2022 and I didn't see Merrill. Are you sure it is from Turbo Tax H&B 2022?
@tuanngnttax wrote:
I am using Turbo Tax Home & Business 2022 and I didn't see Merrill. Are you sure it is from Turbo Tax H&B 2022?
Yes, the screenshot is from the 2022 version of Home & Business.
My bad, some how I still couldn't see it in the list of brokers, so I went ahead to delete the tax file and recreated a new tax file, then I saw Merrill in the list again.
I have a Merrill Lynch Wealth Management Account (MyMerrill) and not the Merrill Edge and it is not listed on the download list.
Use Merrill Edge.
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