Cannot Import Financial Transactions from ETrade

I am receiving a message to contact Support for a refund because the software will not import my financial transactions from ETrade since they are > 3,000.

I have never experienced this before. I have used TT for 15+ years.

1) How should I handle filing my DIV, Cap Gains, etc? Can I enter the Summary level info and mail in the actual trade transaction history?

2) Does TT offer a more robust software option to import the full file?

3) How do I get a refund?

Thanks.

290

Expert Alumni

Mar 19, 2021 7:54:29 PM

If import does not go smooth, I will suggest to manually enter info. There are a limit on how many import transactions TurboTax can handle. See blue links below. If there are too many transactions, you may try to sum up transactions between long term and short term and manually enter and amounts in summary. Here are the steps:

In TurboTax online,

Sign into your account, select Pick up where you left off
At the right upper corner, in the search box, type in 1099b and Enter
Select Jump to 1099b
Follow prompts
On-screen, "Let's import your tax info, select I'll type it myself
Follow prompts to continue

For more information, click here:

how many stock transactions TT can handle

Import / crashed

If you sold your stocks and bonds transactions during the year, the program will generate either a long term or short term capital gain or loss depends on how long the stocks are being held. The amount will be reported on line 7 of your Form 1040 along with a Schedule D and Form 8949.

To request for a refund, click here: TurboTax contact

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Cannot Import Financial Transactions from ETrade