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Get your taxes done using TurboTax
Any updates since last week on this issue?
I'm experiencing the same behavior: With one brokerage account that has two consolidated 1099s available online at E*Trade, data from only one of the two is available for import in TurboTax.
All forms from the first 1099 (issued 12/31/2023) show up on the "ready for import" list after entering my E*Trade credentials and these import correctly; no forms from the second consolidated 1099 (issued 2/19/2024, and which I've been able to access online since then) show up on the "ready for import" list.
This is a pretty significant gap; entering the information manually is impractical and shouldn't be required when TurboTax advertises import functionality. Even worse, some individuals who don't pay attention may not notice that some information isn't imported, which could result in errors in their tax returns.
How is this issue being reviewed between Intuit and Morgan Stanley, and when can we expect it to be resolved? This is likely holding back a significant number of users from finishing their returns and receiving tax refunds.