ETrade download error message

[CC5175]

Still getting an error message when trying to download my ETrade information. Getting the following message from TT...

Did something change? We can't find this account at your bank.

We'll help reconnect it if you need to. Don't worry, we've still got all your transactions. (352)

Yes, I've enabled Third Party Data Sharing on Etrade. Yes, I've cleared the cache, history. Yes, I've tried a different browser. Yes, my 1099-B in PDF is available on the ETrade site. TT still can't fetch the info from ETrade. And Reconnect yields the same error results.

When I see Did something change? We can't find this account at your bank.. I'm wondering if TT is storing an old ETrade account number somewhere from a previous year. ETrade changed account numbers when Morgan Stanley took over. TT didn't ask me for my ETrade account number, only the login information. So I don't know why it's saying We can't find this account at your bank. And when I see Don't worry, we've still got all your transactions. (352) ... I don't know what transactions it has, or what (352) means.  

And no, I don't want to manually enter all the trades, there are many, 5 pages worth on the 1099-B PDF. 

[SharonD007]

Your tax documents may not be ready for import yet, even if you see them on the website.  You can wait a few days and try again. 

Another option is to enter the summary totals for each sales category (short-term and long-term).

For more details, refer to the TurboTax article How do I enter a large number of stock transactions in TurboTax?

[CLcoug]

Help!!  I'm in the same situation.  Does Intuit have customer support?

[DavidD66]

I suggest you enter your 1099-B yourself.  Instead of entering each transaction, enter by sales category totals:

  I suggest you delete it and reenter using category totals instead of each transaction.  While working in your return: 

  

• In the wages & income section, Select "Investments and Savings...."  
• On the page "Did you have investment income in 2024?"  Answer Yes, or
• If you've already started the section, click on "Add Investments" at the bottom of the screen
• On the page "Let's Import your tax info" click on "Enter a different way" 
• Select "Stocks, Bonds, Mutual Funds" on the page with "OK let's start with one investment type" 
• When asked "Which bank or brokerage is on our 1099-B?" enter the name of your or broker or mutual fund company, leave the other fields blank. Click Continue 
• Answer the next three or four questions 
• Answer Yes to "Did you buy every investment listed...." (unless you inherited or were gifted the funds) 
• Select "Sales Section Totals" 
• Locate your sales section totals on your 1099-B 
• Enter your Investment Sales Section Totals and repeat till you have entered for each category. 

After entering all your sales section totals,  Look for "Now we'll help you upload your 1099-B since the IRS requires a copy" and follow the instructions,  or you can mail a paper copy of your 1099-B to the IRS.  If you want to mail, click on "How do I mail my statement". 

  

Take a moment to double-check that your statements are complete. For each sale listed, there should be: 

•  - A Description 
•  - Date Acquired 
•  - Date Sold 
•  - Sales Price 
•  - Cost Basis 
•  - Gain or loss for each sale 
•  - A based on how the sale was reported to you and the IRS 

 In some uncommon cases, there will be an adjustment code and adjustment amount. 

  

 NOTE: Any sales summaries that include only Box A or Box D sales, and which have no adjustments to gain/loss, do not need to be included on a statement mailed to the IRS. 

  

 Here's how to mail your statements: 

 If you are e-filing your tax return, then mail your statements along with Form 8453 to: 

  

Internal Revenue Service 

Attn: Shipping and Receiving, 0254 

Receipt and Control Branch 

Austin, TX 73344-0254