can't import from etrade

Forum|Forum|4 years ago
April 12, 2022
1 reply
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I am using download version of TurboTax Premier. I have been trying to import from etrade for the last two weeks. Etrade can't find anything wrong but each time I tried to import, I get the same message back saying "There isn't any tax related info to import right now."

Can you please help? I am running out of time ...

EbonyA

Level 13

Please ensure that you are selecting the appropriate approved partner in Turbo Tax. Some names are similar and this can cause discrepancies. For E*Trade, the options are E*Trade Advisor Services, E*Trade Bank and E*Trade Securities. The following FAQ provides further details: What is I can't import my 1099.

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james123abAuthor

Level 2

I can only see E*Trade Advisor Services and E*Trade Securities. I have tried both, but the first one is clearly wrong as I don't have an account with it, so the login credentials come back invalid. I have paid for Turbotax premier mainly because of the ease of dealing with stock trades. I hope someone can help me please!

EbonyA

Level 13

I completely understand. E*Trade Bank should also be listed as it is in the approved partner list. In this case, I would suggest contacting our phone support team for one-on-one troubleshooting assistance - contact details can be found here. Although you may not wish to enter the details manually, as a last resort, you can always enter a summary of your transactions in lieu of entering them individually. The steps for doing so can be found here.

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