Skip to main content
March 22, 2025
Question

Importing 1099-B data from Merrill

  • March 22, 2025
  • 1 reply
  • 0 views

I am not being presented with any option to import 1099-B data directly from Merrill.  (The only options are to import from accounting software or TXF files.)  I see others are attempting to import but this option is not coming up for me.  Why would this be?    

    1 reply

    March 23, 2025

    Can you clarify if you are using TurboTax Desktop or TurboTax Online?

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