Merrill Lynch-Merrill Edge not in import Dropdown

[user17683336554]

I realize it may be too early, but why isn't 'Merrill Lynch-Merrill Edge' in the dropdown for institutions to import from?   All I see is Merrill Trust Managed Accounts and that doesn't feel like the correct organization.  Pretty sure it was there before the last update..??  

[M-MTax]

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@user17683336554 wrote:

Pretty sure it was there before the last update..??  

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I am fairly certain it was never there before the last update (i.e., Merrill Edge), but I believe you're correct; it's early and there is at least one Intuit employee checking on the absence at the present time. 

FWIW, Merrill Edge is also missing from two other tax prep s/w providers currently. Again, probably nothing to get into a twist about given the fact that the 1099-Bs most likely won't be available from ML for at least another week or two (maybe even longer).

[user17683336554]

Thanks, I'll keep poking at it after each update in hopes of seeing them back when the data is available!    

[user17693891687]

Merrill Edge was available in some earlier update as it told me will be available Feb 2.

After todays update (Feb 1, 2026), Merrill Edge is no longer on the list. 

Hopefully it is just an oversight until import is actually available.

[M-MTax]

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@user17693891687 wrote:

Hopefully it is just an oversight until import is actually available.

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Since it's not available in other tax prep s/w (e.g., H&R Block), I believe it's on Merrill's end at this point.

[Paul_F]

Merrill Edge is still missing from the drop down -February 3, 2026

Merrill Edge 1099-B are available for pdf download from their site. I've seen mine. I just don't want to type in all that stuff.

[M-MTax]

It's still missing from H&R Block as well as TurboTax and, thus, I suspect this might be on Merrill's end, at least in part.

[mayorlil]

I am assuming they just disabled downloads until they are ready. We'll see. 

[M-MTax]

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@mayorlil wrote:

I am assuming they just disabled downloads until they are ready. We'll see. 

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Yes, that would be my assumption as well as there might be some change in formatting which wouldn't be known at this point in time.

[hp100]

As of 2/9/26,  1099s are available to download.  I tried to import into TT, there are showing 3 Merrills ...

1. BOA Merrill Sanity

2.  BOA Merrill Sanity_testing Provider

3.  Merrill Trust Managed Account

I typed in my  ME ID in each of them, could not identify my user ID. 

[M-MTax]

Call your Merrill FA or client services!

Merrill Edge is missing from more tax prep software than just TurboTax.

[Jcbbmine]

Yea I saw 3 options earlier as well but they disappeared again. I was able to import by selecting BOA Merrill Sanity, but when I tried to do it again with another account, it failed. I guess it's still in testing phase probably available later....though it's a bit annoying why not just make it available but shows a dialog saying "will be available xx/xx" like other brokerage. 

[M-MTax]

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@Jcbbmine  wrote:

...why not just make it available but shows a dialog saying "will be available xx/xx" like other brokerage. 

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I agree and that's the way it was in prior years. Not sure why they changed it this year.