Importing E*Trade 1099s

luvmy2gals — Tue, 17 Feb 2026 22:05:56 GMT

I am unable to import my E*Trade documents. TTax has me login using my E*Trade credentials via a browser but the login fails using the same exact same credentials I use to login to my E*Trade account outside of TTax. I even updated my login credentials within E*Trade and reattempted accessing the documents in TTax, again encountering the same issue saying the credentials are invalid. Manually entering 1099 data in TTax is very time consuming. I hope there is a solution!

Re: Importing E*Trade 1099s

CatinaT1 — Wed, 18 Feb 2026 14:29:03 GMT

There is a third party data sharing setting that you need to ensure is turned on.

You can find that by going to the My Profile tab and looking for Security Settings. Here you will see manage third party data sharing. Set that to Yes and try again.

Also, 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:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
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:

topic Importing E*Trade 1099s in Get your taxes done using TurboTax

Importing E*Trade 1099s

Re: Importing E*Trade 1099s