Unable to import from E*Trade, says "there isn't any tax-related info to import right now" Fail to import tax form from e-trade using turbotax 2021
If are trying to import stock information from your E*Trade Brokerage account and you are recieving the following error message after attempting to import from E*Trade that states: "This import was unsucessful.
There isn't any tax related info to import right now. No problem we will help you enter the information and continue with your .... "
The problem is that in the search bar you have selected Morgan Stanley - E*Trade BANK the import will fail. It ONLY works if you type in the Import search bar - "E*Trade Securities" - this is the selection you want and it prompt you to imput your Username and Password.
This is because the information is attempting to import BANK info when you are trying to get Turbox to import your Securities (Stock) 1099-B TAX INFO!
Once you type: "E*Trade Securities" into the search bar it will then allow you to chose what documents you wish to import.
Took me a few times before I finally figured it out. Hope this helps!
