Very interesting. At schwab, there is only one option as these returns are combined. I will be interested to see if others report that this makes a difference for them.
What to try: Apparently there are separate import screens for 1099-DIV and 1099-B. 1099-B has the stock transactions. 1099-D reports the dividends. (Brokerages may combine 1099-INT with 1099-D, but these days some people don't have reportable interest, if they've been careful to keep their cash balances low. Brokerages only issue the form for amounts of $10 or more.)
To get all the information, both forms need to be imported. 1099-DIV has reportable dividends. 1099-B has reportable stock sales. Schwab and various other brokers combine these forms into one document, but perhaps E*Trade doesn't?
Also remember that because banks and brokerages historically had to be separate, you may have linked accounts but separate 1099's. Banks only have 1099-INT because they do not pay dividends or broker stock transactions, but you may well have an E*Trade 1099 (consolidated, or various separate forms) as well as forms from other parts of Morgan Stanley that are not consolidated and reported together.
