topic Re: Etrade import error again this year in Get your taxes done using TurboTax

Etrade import error again this year

chadblaire — Thu, 18 Feb 2021 02:44:36 GMT

says no forms for this user. 2020 taxes.

Re: Etrade import error again this year

Anonymous — Tue, 23 Feb 2021 00:57:15 GMT

You may need to check with Etrade to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

Re: Etrade import error again this year

reyrockswell — Mon, 01 Mar 2021 20:55:12 GMT

Have you had success with this yet? I'm still receiving the same error as you. I'm able to view my trades directly on ETrade with no issues so the problem must be with Intuit. I spent $100 for the sole purpose of being able to import the amount of trades that I have (about 1800)

Re: Etrade import error again this year

ChondelLO — Tue, 02 Mar 2021 18:37:53 GMT

If you are using the TurboTax Online version, it can handle up to 1,500 transactions per brokerage account. The TurboTax CD/Download version can handle around 2000 per brokerage. For more information please click the link below.

How many stock transactions can TurboTax Online ha...

If you need further assistance please click the link below to help get you connected to the right person for help.

What is the TurboTax phone number?

Re: Etrade import error again this year

Adtp85 — Wed, 03 Mar 2021 03:46:35 GMT

@ChondelLO i have 2 imports with etrade one with 1100 transactions and other with 3800,

i can't connect with both one with 1100 too, i have download version of turbotax premier !!

I tried both online / download version, it fails at both places

I tried talking to 'live expert' few times, it dint turn out other than complete waste of my time more than hour each time !!

On top of that, they say this import issue is resolved !!!!!!!!! clearly not !!

here is the link to my thread and frustration !!

https://ttlc.intuit.com/community/taxes/discussion/re-not-able-to-import-etrade-1099-since-its-a-large-file/01/2012142#M725168

Re: Etrade import error again this year

CarissaM — Wed, 03 Mar 2021 03:54:08 GMT

You can also enter an overall total for long term and short term sales. Long term would be listed as one line item and short term would be listed as another line item.

Please click here for more information.

Re: Etrade import error again this year

howard-cheng — Fri, 16 Apr 2021 00:12:03 GMT

I am having the same issue importing my ETrade 1099 data as several other TT clients. I have just under 2000 transactions, so size does not appear to be the problem. There was another post to the TT Community on this issue and a number of ETrade clients are experiencing the same problem.

Please contact ETrade and report the problem. The more of us that do so, the more likely they will work to fix it.