topic Re: Partial 1099B import from ETrade in Get your taxes done using TurboTax

Partial 1099B import from ETrade

croqueteer — Sat, 20 Feb 2021 22:20:07 GMT

I see only 3 transactions imported for my 1099B from ETrade. It looks as if it's the first transaction from: covered short term; non covered short term and non covered long term. Is there a workaround around this?

Re: Partial 1099B import from ETrade

TerukoL — Thu, 25 Feb 2021 20:30:18 GMT

What version of TurboTax are you using? Do you have a large number of stocks that you are trying to import?

Please click How do I enter a large number of stock transactions in TurboTax Online? to learn more.

Re: Partial 1099B import from ETrade

croqueteer — Thu, 25 Feb 2021 22:10:10 GMT

I'm using the desktop version of TurboTax for macOS. I found the problem and it's related to how once authenticates for the import.

Importing from E*Trade shows I believe 3 entries, E*Trade Bank, E*Trade Securities and E*Trade Advisor I think. I have 2FA enabled for E*Trade so connecting to E*Trade Bank with username/password+2FA works and pulls in partial trades. Authenticating to E*Trade Securities using the same approach does not work and a popup is displayed advising you to call E*Trade Support. The solution is to connect to E*Trade Securities with username/password (NO 2FA code). This pulls in the all the data.