I am not able to import investment data from Merrill Lynch brokerage because this brokerage is not listed in the list for me to chose

Forum|Forum|3 years ago
February 7, 2023
3 replies
0 views

I am using Turbo Tax Home & Business 2022 to do my tax and I could not import my investment data from Merrill Lynch brokerage because it is not listed. This is bad. I saw this brokerage was listed in the Turbo Tax software every year; but not this year. I need help.

TurboTax Home & Biz Windows

Best answer by rjs

Merrill Lynch has dropped Lynch from its name. It's now just called Merrill. In the list of financial institutions, select Merrill - Merrill Edge and see if you are able to import your investment data.

rjsAnswer

Employee

tuanngnttaxAuthor

My bad, some how I still couldn't see it in the list of brokers, so I went ahead to delete the tax file and recreated a new tax file, then I saw Merrill in the list again.

EbonyA

Glad to hear you were able to find it; thanks for the update.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

anitahsu2012

I could import from Merrill edge for my 1099-int and 1099-div, but not import 1099-B. all other brokerage import I have to go through intuit, but Merrill can import directly from turbotax. but did not have number in 1099-b, also in the invest income have 'untitle' brokerage and wrong gain/loss. thanks for your post,

TiffanyL

@anitahsu2012

Did you still need assistance with importing your 1099-B or were you able to figure it out?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

Dsalsa

When you type Merr only one Merrill shows up, I’ve been trying to import my 1099-B since it was available to download from the Merrill site with no luck. “ Look like there’s a technical issue” is the first message I get, followed by “ there was an error importing from this financial institution” and finally “ Try again in a few hours or enter your info in a different way (100)”

Please help

lijie2552

Not able to import form Merrill: no report available from your ID. Please help

2176521969

I just got off the phone with 2 different techs. Still no resolution after confirming updates (MS and TT), clearing cache, restarting. What is going on with TT and Merrill which is a listed broker. I only see 9 brokerage options when in my Premier I see dozens!!!