Is this 1099 Partner list still accurate?

Forum|Forum|4 months ago
January 22, 2026
1 reply
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Here: https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/#1099/1098-partners

It appears that a couple of firms (reportedly) that are on the Partner List do NOT appear in the selection box in the program for import - there may be more than the two mentioned here.

One is Prudential, the other is Merrill Edge (or something very similar). Both appear as "1099 Partners" but there is no selection in the program for either one (purportedly).

GabiU

Level 13

Hi @M-MTax We'll look into this for you.

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M-MTaxAuthor

Level 15

Thanks much, @GabiU

GabiU

Level 13

@GabiU

This issue involves the capital gains section and interest/dividend importing.

The reports are that, most notably, Merrill Lynch-Merrill Edge is missing. Also missing are Prudential, Ivy, USAA, Putnam, and a few others. I'm not sure how many have merged or going by a different name, but the 1098/1099 list doesn't line up.

The developers need to compare what is offered in the program against the following list:

https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/#1099/1098-partners

Thanks @M-MTax
I've shared your feedback and will let you know of updates.

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