Merrill Lynch Clients
At Form8949.com, 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 TurboTax or
(2) generate a PDF file for attachment
to your return.
All for as little as $12.00.
Open Financial Exchange (OFX) Server
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.
However, we do not have the particulars about how to navigate to and download the file. If you have that information, please email us at the address shown below.
1099-B Portable Document Format (PDF)
For tax year 2021, you may download your Merrill Lynch
2021 TAX REPORTING STATEMENT PDF
file and submit it for processing.
If you have additional or newer information regarding
Merrill Lynch downloadable files,
please email us at