Get your taxes done using TurboTax

I was able to successfully download my 1099 data from ETrade tonight.  I did a search on E* to look for ETrade as the brokerage when starting the import process.  The search brings up three choices:

 

E*TRADE Advisor Services

E*TRADE Bank

E*TRADE Securities

 

In my previous attempts to download my data, I selected 

E*TRADE Securities.  This results in the error message that everyone has encountered.  I decided to try 

E*TRADE Bank, because I also have a savings account at ETrade that is linked to my brokerage accounts (same UserId) and I wanted to download my 1099-INT into TT.  To my surprise, the import process showed my bank account and also my brokerage accounts at ETrade.  I was able to import all of my 1099s using this process.

 

Caveats:

(1)  This will not work if you have over 3000 transactions and are using TT Desktop.  The limit is lower for TT online.  You will get the message that you have over 3000 transactions.

(2)  This may not work if you do not have a bank account at ETrade Bank.