turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Merrill Lynch Import

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?

 

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

4 Replies
M-MTax
Level 15

Merrill Lynch Import

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

Merrill Lynch 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.  Screenshot 2026-02-12 205202.png  

 
 

 

Merrill Lynch Import

I did that.  I selected my acct.  the issue is when i get the screen saying to return to TT.  Only way is to close the browser.  Then when i go to TT no data was imported 

M-MTax
Level 15

Merrill Lynch Import

What browser did you use? I used Edge with a test TurboTax return and a real Merrill account and did not experience any issues.

 

You might have to contact Support.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question