Question

Can't download from Merrill Lynch Brokerage account.

Forum|Forum|3 years ago
February 24, 2023
1 reply
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In attempting to download 1099 forms from Merrill Lynch, the only company to select was "Merrill-Merrill Edge" which worked fine for my self-directed account. That account downloaded, but my Merrill Lynch Brokerage account forms will not download. Those missing forms are available on the Merrill Lynch website but there are too many transactions for the brokerage account that will be needed for tax purposes to manually enter. If I recall correctly, "Merrill Lynch Brokerage" was also listed as a company that could be selected in previous years.

How can this be fixed?

K

KatrinaLO

Please try a different browser like Microsoft Edge or Google Chrome. We don't know what system you are using, but many people have been successful using Microsoft Edge. If you are still experiencing issues, please let us know the system you are using to better assist you.

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