Question

Downloading Merrill 1099-B etc data

When I download, all the data is $0 (see attached picture).

The Merrill tax file has 162 pages of data.

I can't add the transactions manually because there are way too many.

Please let me know how to fix this problem.

Thank you.

Employee

You could contact ML directly and ask them about this problem. It is most likely in the data they are sending. Or you could try TT support at https://ttlc.intuit.com/community/using-turbotax/help/what-is-the-turbotax-phone-number/00/25632

Even if the 1099's are large, typing them in isn't that bad. Usually it's the 1099-B that is the problem. For that you can enter the summary numbers (a bit involved, but not too bad) and mail a copy of the 1099 to the IRS. I know of people who don't mail in the copy (and some who mail in a printout 2up or 4up). I don't think the IRS really looks at them, but who knows. This previous discussion tells you how to do that. https://ttlc.intuit.com/community/retirement/discussion/how-can-i-enter-summary-data-for-about-100-transactions-on-1099-b-to-be-followed-by-mailing-the-form/00/778036

But of course its better and easier to get ML to fix things. They may push it off to TT. Who know's whose problem it really is. But I'd start there.

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