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Returning Member
posted Mar 13, 2025 2:09:23 PM

Download data from Etrade, Morgan Stanley

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.

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1 Replies
Expert Alumni
Mar 18, 2025 7:14:17 PM

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