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Level 4
posted Feb 6, 2023 7:01:45 PM

Merrill Lynch is not listed on the investment list of brokerages.

On investment list of Brokers, how come Merrill Lynch is not listed? I can't import the information I need like gain/lost on sale of stocks. I am using Turbo Tax Home & Business 2022.

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1 Best answer
Level 15
Feb 6, 2023 7:06:11 PM

6 Replies
Level 15
Feb 6, 2023 7:06:11 PM

Level 4
Feb 6, 2023 7:26:50 PM

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?

Level 15
Feb 6, 2023 9:10:20 PM


@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.

Level 4
Feb 7, 2023 7:27:41 AM

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. 

New Member
Feb 28, 2023 5:46:21 AM

I have a Merrill Lynch Wealth Management Account (MyMerrill) and not the Merrill Edge and it is not listed on the download list.

Level 15
Feb 28, 2023 6:46:25 AM

Use Merrill Edge.