topic Brokerage Statement Downloads in Get your taxes done using TurboTax

Brokerage Statement Downloads

h86those7taxes84ever — Sun, 16 Aug 2020 05:26:57 GMT

Turbotax is not downloading my 1099-B - says I haven't entered my Username properly. this is nonsense. I just logged into e-Trade with the same user id

This is the first time in years of Turbotax use I have ever received this message.

ALSO - big pain in the ass. The Password field does not allow me to paste the password for my brokerage. I use very secure passwords greater than 32 characters. This is a bad application design. You allow to me paste in my userID . but not my password??

Re: Brokerage Statement Downloads

macuser_22 — Sun, 16 Aug 2020 22:21:27 GMT

Note that there are 3 different E*TRADE partners (Bank, Advisor & Securities). Be sure you have the right one. Also, most financial institutions that partner with TurboTax for import have a separate server only for importing. Usually the same login and PW will work as your normal account but there might be a problem with the e-Trade import server. Some financial institutions require that you allow 3rd party access for it to work.

(I tried pasting a PW into e-Trade and it worked fine with a Mac so that might be on online restriction.)

Re: Brokerage Statement Downloads

h86those7taxes84ever — Sun, 16 Aug 2020 23:30:33 GMT

Thanks for the response.

Yep - I am using the Securities partner, as called out on top of my e-Trade statement.

At a minimum, e-Trade should it make it so the password being typed in is visible so one can see if it has been entered in error. Basic accessibility issues for a programmer.