Download data from Etrade, Morgan Stanley

Dashir · ‎March 13, 2025

Am not able to download E-Trade Morgan Stanley 1099 data. There is no setting in my profile that allows me to give permission sending info to Turbo the 1099 to Turbotax.

MarilynG1 · ‎March 18, 2025

How far do you get with the import process? Do you get the Sign In screen after selecting your broker? Since you've had issues with two different brokers, I wonder if you're not getting a good connection to the brokers' servers. Here's How to Turn Off Anti-Virus Programs, which may resolve your issue.

The setting to allow 'third party access' would be in your broker account settings. Be sure to double-click on the right account in the search results.

If you're using TurboTax Online, clear your Cache and Cookies between attempts.

@Dashir

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