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amberstanford
March 19, 2020
Question

Can I export my husband's financial data from Merrill Lynch net benefits online. The only financial institution turbo recognizes is merrill lynch edge. Ideas?

  • March 19, 2020
  • 1 reply
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1 reply

J
jtax
Employee
March 20, 2020

Do you mean import into TT (not export)?

 

Why not give it a try. They could be different, they could be the same. Or you could ask Merrill Lynch. They would know better than this volunteer forum. 

 

Or it might just be easier to manually enter the 1099-R you should have received. That's usually very easy to do.

 

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