Convert Merrill 1099-B to Excel / Google Sheets (CSV)
Upload your Merrill Lynch 1099-B PDF and we'll convert it to a CSV file ready for Excel / Google Sheets. Wash sales and 100+ transactions handled automatically.
Free preview · Sign in with Google or email — no password needed
Why Merrill 1099-Bs Don't Import Cleanly Into Excel / Google Sheets
Every broker formats their 1099-B differently. Here's what trips up Excel / Google Sheets users with Merrill Lynch statements.
Merrill Edge and Merrill Lynch use slightly different 1099-B layouts depending on the underlying account type.
Bond and treasury accrued interest adjustments are interleaved with equity sales in the same table.
Section 1256 contracts (futures/index options) get their own page that imports rarely catch.
How it works
From a PDF nobody can import
to a file that just works
Your broker prints transactions for humans to read. Tax software wants columns. We read every line — including VARIOUS dates, wash sales and missing cost basis — and hand back the columns.
AI reads
every line
~30 seconds
AI reads every line — about 30 seconds from upload to download.
Checked before you pay
Every extraction is checked against your statement
You don't have to take our word for the numbers. Your broker printed a total for each section of the 1099-B — we compare our extraction with it, and you see the result before paying.
A match shows in green
The proceeds, cost basis, wash sales and row count of each section — Box A, B, D and E — are compared with the totals your broker printed. When every section adds up, the preview says so.
A mismatch names the section and the difference
If a section doesn't add up, the preview tells you which one and by how much — before you pay, so a statement that read wrong never becomes a file you file.
Some statements print a subtotal per security instead of one total per section. Those are marked as not verified rather than passed — we never call a match we couldn't check.
Your tax documents
A 1099-B is not a file you hand over lightly
It carries your account numbers, every position you held, and what you made or lost on each one. Here is exactly what we do with it — and what we never do.
Your PDF is deleted, not stored
We pull the transactions out and delete the original file as soon as the conversion finishes. It is never archived, never backed up, and never sits on a server waiting for someone to find it.
We never ask for your brokerage login
Auto-import tools want your username and password. We only need the PDF your broker already sent you. Your credentials stay with you, and every upload and download travels over an encrypted connection.
Kept in the United States, then deleted
Our servers and database are located in the United States. Your extracted transactions stay available for 90 days so you can re-download them in any format, then are deleted automatically. You can delete a conversion yourself at any time.
Never used to train AI, never read by a person
Extraction is fully automated under commercial API terms that exclude your data from AI model training. No employee, contractor, or operator opens your 1099-B or reads your trades. We do not sell or share your financial data.
Want the full breakdown, step by step? Read our Security & Data Handling page.
How to Import Your CSV Into Excel / Google Sheets
After downloading the file from our converter, follow these steps in Excel / Google Sheets.
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1
Open Excel or Google Sheets and create a new blank spreadsheet.
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2
Use File → Import (Sheets) or Data → From Text/CSV (Excel) and select the downloaded file.
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3
Confirm comma as the delimiter and 'Detect data type automatically' for proper formatting.
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4
Each row is a single transaction with all fields needed for Form 8949.
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5
Send to your CPA or use it as the source of truth for manual tax entry.
Frequently Asked Questions
Does this work for Merrill Lynch?
Yes. Our AI extractor reads every text-based 1099-B PDF from Merrill Lynch, including consolidated statements with multiple sections, and outputs a CSV file formatted for Excel / Google Sheets.
How is this different from Excel / Google Sheets's built-in Merrill import?
Direct broker imports often fail with 100+ transactions, miss wash sale adjustments, or refuse to load consolidated statements. We bypass that by reading the PDF directly and producing a clean CSV file.
Is my data secure?
Your PDF is deleted as soon as the conversion finishes — it is never archived. The extracted transactions stay in your account for 90 days so you can re-download them, then are deleted automatically. We never ask for your brokerage login, nothing is used to train AI models, and no one reads your trades.
What does it cost?
Uploading and previewing your results (summary totals plus the first 10 transactions) is free. To download the CSV file for Excel / Google Sheets — or any other format — is a one-time $8.99 per conversion. No subscription.
What about wash sales and adjusted cost basis?
We extract wash sale loss disallowed amounts and adjusted cost basis exactly as reported on your Merrill Lynch 1099-B. The output file preserves these adjustments so Excel / Google Sheets handles Form 8949 correctly.
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Read guideReady to Convert Your Merrill 1099-B?
Upload once and download your CSV for Excel / Google Sheets in under a minute.
Free preview · Sign in with Google or email — no password needed
Your 1099-B PDF is deleted the moment the conversion finishes — never archived, never used to train AI, never read by a person. We never ask for your brokerage login, and your extracted transactions are deleted after 90 days or whenever you delete them. How we handle your data.
Every extraction is checked against the section totals printed on your own statement, and you see whether it matched before you pay.