hieule911
Returning Member

Get your taxes done using TurboTax

Hi

I found a workaround last night:

1) After unable to import from any of the 3 E*trade options from my PC Turbotax Premier, I saved the file onto the hard drive.

2) Then I create an online account with Intuit Turbo tax and start to create a new tax prep.

3) import the saved file into the online TurboTax program so that you don’t have to re-enter all your info such as w2 again

4) I then was able to login and import 1099 forms from E*trade by Morgan Stanley.  Surprise!!!!

5) I was going to do the rest of the tax process online but I was unable to modify and change the wrong cost basis so I saved the progress as an export file *.tax2021 for example

6) Go back to my PC program and load the saved file and do the rest of tax prep here.

 

I know this workaround is tedious but I had way too many transactions to do this manually

 

Good luck guys!