Ugh. I may become the most unpopular potato on this forum, but I have another caution regarding Etrade downloads: If you have a bank account under Etrade, the interest income may not come in automatically with the download. At least mine didn't. An example of such bank account would be under "Morgan Stanley Private Bank" in your complete or portfolio view.
It's easy to be fooled because the ETrade download may add an entry to your 1099-INT lists called "MORGAN STANLEY CAPITAL MGMT". However, this appears only to be interest on cash in trading accounts. The interest was a few cents for me. There was no downloaded entry for "Morgan Stanley Private Bank", showing the true bank interest.
So here's what I would suggest if you have such a bank account: Take a look at your printed 1099-INT from Morgan Stanley Private Bank. (This is separate from any "consolidated" 1099s from Morgan Stanley.)
If you don't have a printed 1099-INT, log on to Etrade, go to Tax Center, then select
Tax Year: 2023 Accounts: (Your Bank Account)
This will allow you to download your 1099-INT in pdf form for your records.
Next, check if the 1099-INT amount was reported with your 1099-INT income in TurboTax (The top of the correct screen says: "Here's the interest we have so far". If the 1099-INT amount doesn't show up, then enter it manually.
Later, after you get the fixed MS download by the end of this week, check again to make sure the 1099-INT amount is not duplicated by the new download!!
Finally, I would strongly suggest heeding Red Fox's advice: Check all your forms before submission. You can even do this with a professional. It's well worth the effort of getting all the deductions you deserve, and also not having to file a 1040x for missing info later.
To do a form review, you can print your forms and worksheets, or better yet view them on screen first by switching TT to "Forms View" instead of "Step by Step". In forms view, you can move your cursor to the left of most form entries and a small magnifying glass icon will (usually) show up. Click on it, and it will usually take you to the source data for that entry. Very useful!
Also, before doing all this, I would also suggest saving your return, and then doing a "Save As" to change the name. Then you have a solid checkpoint you can go back to if anything goes wrong. Good luck!
