Thomas, many thanks again for your feedback/recommendations, very much appreciated.😀
- Per your suggestion, I deleted the 1099-B info, cleared my cache and cookies, and re-imported from E-Trade - Not Solved
- I called the Support line at 8.05am this morning and spent 1 hr sharing my screen, explaining and showing the problems with partial upload of information. The representative in parallel with the discussions contacted a senior tech support person and acted as intermediary. I answered the questions and their directions as follows:
- I was asked to update TTax again as there had been another recent TTax software release and delete the 1099-B data and re-import - Not Solved
- I created a new empty TTax file and imported the 1099-B from E-Trade - Not Solved
- I was then told that TTax support needed more time to investigate and I would get an email with next steps or updates to the issue. I was told there was another customer with the same issue on 1099-B from E-Trade (partial upload of sale line items). I was provided a case number (this platform keeps stripping the number out saying it removed a social security #) so it is four-seven-one-zero-seven-nine-six-two-six.
Shortly after ending the call, I received an email from the TurboTax support team saying "Your TurboTax Case [social security number removed] is Closed - Please Complete our Survey” 🙈… yet the issue remains unsolved! After this experience I am wondering if I should try H&R block.
Has anyone else with E-Trade investments encountered this import problem? I's also suggest checking your imported data against E-Trades 1099-B report
