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New Member
posted Feb 15, 2025 9:43:05 AM

I cannot import 1099 information from brokerage accounts.

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4 Replies
Level 15
Feb 15, 2025 9:45:57 AM

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.  

 

 

Level 1
Feb 19, 2025 12:51:25 PM

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.   

 

Expert Alumni
Feb 19, 2025 3:51:58 PM

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

 

See the following TurboTax Help articles for potential fixes:

Level 3
Mar 9, 2025 11:14:10 AM

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.