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Returning Member
posted Feb 20, 2020 11:03:23 AM

Why is there no MERRILL on the download tax info??? Same problem last year??? This is 2020

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5 Replies
Expert Alumni
Feb 20, 2020 12:02:42 PM

Which type of tax form are you working with?  We do have Merrill Lynch, Merrill Edge, and available for Form 1099-B in the investment downloads as well as Form 1099-DIV.  If you are looking for a different one, please let us know which one and we will be glad to look into it.  

Level 1
Feb 25, 2020 11:59:14 AM

I have a problem as well. The 1099B numbers are in detail fields that don't load into Turbo Tax Premier.

Expert Alumni
Feb 25, 2020 12:28:22 PM

What are the detail fields that don't load?

Returning Member
Mar 11, 2021 1:16:13 PM

I am having the same problem.  I see ML Edge but my account is not an Edge account.  Why is there not a drop down for the other accounts, Wealth Management?

Intuit Alumni
Mar 11, 2021 1:44:10 PM

Please contact TurboTax support for further assistance so they try to find out more about the issue.

What is the TurboTax phone number?