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bensenb
Returning Member

TT2025 Forms1099, ML financial institution not found on list

TT 2025, when trying 1099INT, DIV, B import,  Merrill Lynch Edge not found in list of financial institutionsMerril Lynch Edge missing from listMerril Lynch Edge missing from list

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3 Replies
MarilynG1
Employee Tax Expert

TT2025 Forms1099, ML financial institution not found on list

If you're unable to import a 1099-INT, I would advise entering it manually.  There's only two items; Bank Name and Amount.

 

Here's more info on How to Enter 1099-INT.

 

@bensenb 

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bensenb
Returning Member

TT2025 Forms1099, ML financial institution not found on list

Thank you for prompt reply.  However, in my case as with many other users, I have  1099B capital gains trasnsactions numbering into the 1000s.  We really need this import feature to be operational soon! 

CatinaT1
Employee Tax Expert

TT2025 Forms1099, ML financial institution not found on list

While many tax documents arrive by January 31, some brokerages delay consolidated 1099 statements (like 1099-B) until mid-February due to account complexity. If your data isn't ready to import yet, check back in a week or two.

 

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

 

See the following TurboTax Help articles for potential fixes:

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