topic etrade morgan stanley 1099 september and beyond data are not imported in Get your taxes done using TurboTax

etrade morgan stanley 1099 september and beyond data are not imported

wonki — Tue, 10 Feb 2026 11:25:19 GMT

I have imported 1099 form from etrade, just like every year.

However, this year at the smart check, there are a lot of errors,

first one is "adjustment amount must have a value when an adjustment code (other than C, M or T) is entered".

the second one is "adjustment code should not have an entry when a disallowed wash sale amount is entered"

Then i noticed all trade data from sept to dec are missing.

I think this has to do with Etrade, does anyone else have this issue?

Re: etrade morgan stanley 1099 september and beyond data are not imported

pitreau — Sat, 17 Feb 2024 20:59:36 GMT

It looks like the error issue is happening to a lot of people, myself included. For the other issue, I think etrade should have issued you 2 1099s, one from before they were bought by MS and one for after. Did they both get imported?

Re: etrade morgan stanley 1099 september and beyond data are not imported

wonki — Sat, 17 Feb 2024 21:07:26 GMT

Yea i just rechecked etrade tax records, I found the second file called 1099-CONS MSSB LLC.

Sorry my title is misleading, TurboTax did import all data (both 1099 files),

but the all errors are coming from the data in the second file.

Re: etrade morgan stanley 1099 september and beyond data are not imported

CatinaT1 — Sat, 17 Feb 2024 21:18:21 GMT

See the following TurboTax Help articles for potential fixes: