Merrill Lynch Clients

At, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTaxtax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

Open Financial Exchange (OFX) Server

Merrill Lynch hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.

Unlike many brokers, Merrill Lynch will return all your transactions from their OFX server. Our program can handle up to 80,000 transactions.

To retrieve information from their server, you will need the following information:

  • Merrill Lynch Login ID
  • Merrill Lynch Password     

1099-B CSV Download

Merrill Lynch provides a downloadable CSV file containing your Form 1099-B information.

If you have this information, please email us.

Download this file and submit it for processing by our program.

If you have additional or newer information regarding Merrill Lynch downloadable files, please email us at .