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Brokerage Statement Downloads

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??

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2 Replies

Brokerage Statement Downloads

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.)

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Brokerage Statement Downloads

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.


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