Etrade 1099 is missing

Forum|Forum|2 years ago
February 26, 2024
3 replies
52 views

One of my Etrade 1099 is not available when I try to import it. I contact E*Trade and they told me to contact Turbotax. How do I import a 1099 when I don't see it on the list

Anonymous_

Level 15

Your username and password for E*Trade might not cover both your original E*Trade account number and the new account number you were assigned back in May/June as a result of the Morgan Stanley merger.

In other words, this is more of an E*Trade/MS issue than TurboTax. They did issue more than one 1099-B (one prior to circa May/June and one after that time).

ccthealiasAuthor

Level 4

When I log into my Etrade account, I have all the 1099 forms in PDF but yet when I connect via Turbotax one is missing. How do I import the 1099 as PDF (vs connected via my E*Trade account)

Anonymous_

Level 15

You cannot import the PDF into TurboTax (that function is not supported).

I would recommend that you contact E*Trade to see if they have any suggestions. I have a test copy of TurboTax and also an account with ET and all of the tax reporting forms are available for import on my test return.

SoOld

Level 2

Same issue here. In my case I have 2 E-Trade accounts. For each account I received 2 separate 1099's -- one for the pre-merger account number and another for the post-merger account number, so a total of 4 separate 1099s. I see all 4 when I log into E-Trade, but when trying to import into TurboTax only 3 of the 4 are imported. For some reason one of the "new" account numbers (post-merger) is not included in the import.

After multiple phone calls and attempts to import, I decided to just enter it manually.

ejdtt

Level 2

Running into the exact same issue today. Two 1099s show when I login to E*Trade but only one successfully imports into TurboTax. Tried different browsers, etc. to no avail.

JohnW152

Level 15

For guidance, see the TurboTax Help article How do I re-import my E*TRADE from Morgan Stanley Form 1099-B in TurboTax?.

ejdtt

Level 2

@JohnW152 thanks - I have tried this a few times but it does not appear to work for me -

When I login to E*Trade, I have two 1099s available to me:

Then, in TurboTax when I sign in to E*Trade to import the data, these are my results:

This information is only for ONE of the two 1099s in my E*Trade, and I have no further option to import the 2nd 1099. i.e. I should have a second 1099-DIV, etc.