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jcconrad6
New Member

can't download docs from ETrade after allowing third party sharing. Why?

 
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MonikaK1
Expert Alumni

can't download docs from ETrade after allowing third party sharing. Why?

If your financial institution is a TurboTax 1099 Import Partner, you would likely have been able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025, and likely have been able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025.

 

Make sure you are selecting the correct import partner from the list. Some have similar names.

 

Check here for updates to the Help Article with this information. 

 

When importing, make sure TurboTax and Windows are both updated, and temporarily disable all anti-virus software (including modem).  Make sure your broker does not require you to allow 'third party access', which you may enable in your broker account, if this applies. Some users reported that disabling security software solved the issue. 

 

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