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Level 2
February 11, 2026
Question

Uploading a 1099 from Merrill Edge

  • February 11, 2026
  • 2 replies
  • 37 views

I am trying to upload a 1099 from Merrill Edge and it is not yet showing as an eligible financial institution.  When will that be available in Turbo Tax 2025?

    2 replies

    M-MTax
    Level 15
    February 11, 2026

    Merrill is now available for import (if your 1099s are ready).

     

    Restart your program and log in; you should see "Merrill" as an import option in the list.

    Level 2
    February 11, 2026

    Thank you