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February 14, 2024
Solved

Merrill 1099-R - not available to download

  • February 14, 2024
  • 1 reply
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Hello - i have a Merrill 1099-R that doesn't show up on the TurboTax import 

 

I select Merrill Edge and brokerage items show up, but the 1099-R is not on the list.  It was posted on hardcopy in their website in Jan

 

Should i just manually input? It's unusual that the brokerage items are there but this one document doesn't show up. 

 

thanks for any help

    Best answer by VolvoGirl

    Yes just manually enter it.  It should be just as easy and fast.

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Employee
    February 14, 2024

    Yes just manually enter it.  It should be just as easy and fast.