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hb44
New Member

I cannot import 1099 information from brokerage accounts.

 
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4 Replies

I cannot import 1099 information from brokerage accounts.

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

 

If you want to enter it manually, click the option that says “I’ll type it in myself”

 

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

 

 

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
mwb6
Level 1

I cannot import 1099 information from brokerage accounts.

How do you know when your institution's data is ready for import? 

 

When I try to import, I get no error messages it just makes a blip noise after showing "establishing secure connection" for a few seconds.   

 

CatinaT1
Expert Alumni

I cannot import 1099 information from brokerage accounts.

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

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I cannot import 1099 information from brokerage accounts.

I am having the exact same problem.  

 

"I get no error messages it just makes a blip noise after showing "establishing secure connection" for a few seconds."

 

I think E*Trade still needs to make the file available but if TurboTax could confirm this instead of just making a blip noise that would so helpful.  

 

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