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thads
Returning Member

Cannot pull 1099B data from etrade account

I can pull data from other institutions, but cannot pull data from Etrade specifically. Error pops up: 1099 Forms Unavailable for User. I checked my account  and I do see 1099 forms. Not sure why turbotax is behaving like this. 

 

I was able to pull the forms 6 months back but not now. 

 

Please help ASAP. 

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10 Replies
rjs
Level 15
Level 15

Cannot pull 1099B data from etrade account

It certainly sounds like the problem is with E-Trade, not TurboTax. TurboTax is telling you that your 1099 forms are not available because that's what E-Trade is telling TurboTax. You're not going to get any good answers on a holiday weekend. I suggest that you try again on Tuesday. (And not first thing in the morning. Give E-Trade some time to fix it if they come in Tuesday morning and discover that they have a problem.) If it still doesn't work, call E-Trade and see if they can help you.

 

thads
Returning Member

Cannot pull 1099B data from etrade account

No, it is not an etrade problem. I have checked it already, e-trade has all the forms plus I have enabled third-party access in e-trade. And, this problem has been reported already by other TurboTax users. Seems like a recurring issue in turbotax. Is there a direct customer care for Turbotax that i can speak to about this issue? This is not a tax question, this is a technical issue that i am facing while using Turbotax software. Like I said, it worked few months back but it doesnt work now. 

rjs
Level 15
Level 15

Cannot pull 1099B data from etrade account

TurboTax does not import the 1099 forms that you see when you sign in to your E-Trade account. E-Trade has to create a special import file for TurboTax to get the information from. There could be something wrong with the import file even if everything looks fine when you sign in to your account. If there is a problem with the import files that E-Trade creates it would be likely to affect all TurboTax users.


TurboTax support is closed today (Labor Day). You can call tomorrow. See the following link.


How do I contact TurboTax?

 

thads
Returning Member

Cannot pull 1099B data from etrade account

Issue is that turbotax is not even connecting to my etrade account. How will it import the files without connecting? 

rjs
Level 15
Level 15

Cannot pull 1099B data from etrade account

We cannot resolve your problem here in the community. Call TurboTax support on Tuesday.

 

thads
Returning Member

Cannot pull 1099B data from etrade account

Do you have international support number? I am outside US and don't think I can call 1-800 number. If not, any other way, I can reach out to customer service? email? 

rjs
Level 15
Level 15

Cannot pull 1099B data from etrade account

You can contact TurboTax support on Facebook or X.


https://www.facebook.com/turbotax


https://twitter.com/TeamTurboTax


Again, today, Monday, September 1, is a holiday in the U.S. Don't expect a response until Tuesday.

 

thads
Returning Member

Cannot pull 1099B data from etrade account

Not getting reply on twitter. 

thads
Returning Member

Cannot pull 1099B data from etrade account

Issue not resolved yet. Didn't get reply on X(-formerly twitter). 

 The product is not working as expected. 

Possible to return turbo tax and issue me a refund? I have already wasted enough of my time. 

rjs
Level 15
Level 15

Cannot pull 1099B data from etrade account

Go to the following  link.

 

How do I request a refund for my TurboTax product?

 

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