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Level 2
posted Apr 14, 2021 9:08:29 PM

Trying to important Merrill 1099-B but it keeps showing no reportable year end data

I have received a statement from Merrill (BOA) and it has 1099-DIV, 1099-MISC, and 1099-B but during important, it shows "There is no reportable Year-End Tax Data related to your Merrill Lynch Login ID".  But the statement I received shows there is 1099-DIV and 1099-B amounts and detail.  May I ask how to import the 1099-B to turbo tax?  Thank you.

0 2 768
2 Replies
Expert Alumni
Apr 15, 2021 1:54:53 PM

If you try to import that form and it doesn't work, you can try clearing the cache and cookies on your computer, or try logging into TurboTax using a different web browser. If that doesn't work, you will have to enter the form 1099-B manually. Sometimes the import does not work because of issues on the broker end of things.

Level 2
Apr 15, 2021 2:09:36 PM

I don't use the online version so not sure if clearing the cookies and cache will helping for my import thank you.  I am using the desktop windows version thank you.