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Level 2
February 20, 2025
Question

Importing etrade is not working. E*Trade from Morgan Stanley: 1099 forms unavailable for user

  • February 20, 2025
  • 4 replies
  • 10 views

I tried to import the 1099s from E*Trade as I have in the past using my etrade username and password. TurboTax says connecting with E*Trade and a box with a yellow exclamation point comes up with the message

 

E*trade from Morgan Stanley:

1099 Forms Unavailable For User

 

I have downloaded this from Etrade in pdf format. It became available 2-18-2025. Anybody else have info about this?

4 replies

M-MTax
Level 15
February 20, 2025

@AZbag wrote:

I have downloaded this from Etrade in pdf format. It became available 2-18-2025. 


Same. It will most likely take a few days for the import.

AZbagAuthor
Level 2
February 21, 2025

Just a follow-up. I tried the import again today 2-21-25 and it worked. It appears the import files are now available at E*Trade.

Level 4
March 5, 2025

Thanks for this!  My forms became available today and will not import from E*trade Morgan Stanley into Turbo Tax, but my guess is it will just take another day or two.  Fingers crossed.  

Level 2
February 24, 2025

Has this issue been resolved? I am having the same problem as of today, 2025-02-23.

Thanks!

Level 2
February 23, 2026

I receive no error message, and it appears to import, but no data comes accross.

 

CatinaT1
Level 15
February 23, 2026

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

 

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

  1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
  2. Find Local Network Access in the dropdown menu.
  3. Toggle the switch to ON.
  4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

  • Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
  • Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
  • Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

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Level 4
February 28, 2025

Any update here? I report a similar problem earlier this week where I am unable to import my tax documents from ETrade. There are no error message, just the button to continue is not visible.  

 

This seems to be a problem not just for Etrade.   The import function just dont work.  I have TurboTax Premier on Mac, please provide an update and  ETA on the fix

Level 2
March 16, 2026

I'm having the same issues as I can't import from my accounts - has anyone found a solution - how awful having used Intuit for over 20 years!

MarilynG
Level 15
March 17, 2026

There have been browser security updates that can block importing.  Try clicking the icon to the left of the URL address (a lock in Edge), and then 'Allow' LAN in the settings.

 

@PaintedBear58 

 

 

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Level 2
March 15, 2025

did u ever get yours to work?  it's 3/15 and i'm getting the same thing that my user id is wrong?

Level 2
March 15, 2025

Yes Mine started working, I think last Sunday. You might try right click on turbo tax icon and select Run as administrator when you start the program.