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The various brokers that you import from each have their own process for importing documents. What errors do you receive importing from E*Trade? If you can clarify, we'll try to help.
I have not actually imported, but when entering E*Trade in the financial institution search area, and then double-clicking on E*Trade, I get to the Sign In page.
Make sure your account is set up to allow 'third party access'.
Some users find that if their institution offers consolidated 1099's, they download a PDF copy, and make entries for totals on 1099-INT/DIV's manually in those areas, then just import 1099-B info.
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March 1, 2025
12:06 PM