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Level 3
January 27, 2026
Question

TT desktop does not list Merrill as import choice

After three weeks of customer complaints TT deluxe for windows desktop still does not list Merrill Lynch, Merrill Edge etc for import of data. This should have been addressed immediately. What is going on at TT????

    12 replies

    M-MTax
    Level 15
    January 27, 2026

    My understanding is that they're working on it and Merrill's 1099-Bs are not ready for import anyway.

    hochAuthor
    Level 3
    January 27, 2026

    Thanks for this. It would be a major flaw if TT did not give access to Merrill. Hopefully they will fix this quickly to reassure customers that data will be available for import when ML makes it available.

    M-MTax
    Level 15
    January 27, 2026

    @hoch wrote:

    It would be a major flaw if TT did not give access to Merrill.


    Well, THAT'S for sure - as well as the other DIY providers!

    M-MTax
    Level 15
    January 27, 2026

    Also note that the other major DIY tax programs don't have Merrill Edge (yet) either.