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Level 2
posted Feb 24, 2022 6:56:53 PM

Fail to import tax form from e-trade using turbotax 2021 primier desktop

Each time tt says:

This import was unsuccessful.

There isn't any tax-related info to import right now.

 

Actually the tax forms have been online for a few days.

3 95 6302
24 Replies
Intuit Alumni
Feb 25, 2022 1:01:16 PM

Is this a 1099 import error?  For further assistance with this, please see the Help Article here.

 

If this doesn't resolve your experience, please post here in the thread for additional guideance.  

Level 2
Feb 27, 2022 9:28:32 PM

Yes I am asking for importing 1099-B.

I checked e-trade, but there is no "Enable Third-Party Access" option in e-trade.

According to e-trade, they will provide a csv files for download, and they suppose tax app can import such csv file.   

In turbotax I only find importing option from e-trade account directly, not able to import from csv file.

Thanks.

Intuit Alumni
Mar 1, 2022 3:00:15 PM

Please review this FAQ to ensure that we are covering all bases. If you continue to have issues after the fact, again let us know here and we will further assist.

Level 2
Mar 1, 2022 3:30:12 PM

Hi I checked the FAQ last weeks and double checked again just now.

I want to import 1099-b from E*TRADE, and have tried all the three listed E*TRADE orgs (E*TRADE Securities,E*TRADE bank etc), but none of them works.

The facts:

1, my1099-b form was ready on e-trade website since Feb. 15. I have about 2000 transactions in 2021

2, I tried to import etrade 1099-b from turbotax for many times, but failed

3, There is no option in e-trade enable/disable third-party data access

 

Thanks.

Intuit Alumni
Mar 3, 2022 5:24:14 PM

If you are unable to import your 1099, please follow the instructions here

 

You can also follow the instructions here to enter a large number of transactions into the software. 

Level 3
Mar 11, 2022 4:49:26 PM

Experiencing same Etrade download issue w/ same- 'there isn't any tax-related info to import right now' error message. No issues downloading from same Etrade account last yr. doing the same w/ turbotax. Tried all 3 Etrade tabs in turbotax download pulldown menu. Using Turbotax CD, as always. Masters in tax. Please advise. 

Intuit Alumni
Mar 12, 2022 9:47:15 AM

Please see the following TurboTax Community post here for assistance entering you 1099b.

 

For additional information, you may also see the TurboTax FAQ below:

How do I import my cryptocurrency transactions into TurboTax?

 

@TaxMaster1988

Returning Member
Mar 13, 2022 8:37:01 AM

Hello,

I am having the same problem with download etrade tax form.

Same issue nothing available.

Any luck yet?

Intuit Alumni
Mar 13, 2022 4:59:13 PM

Have you followed the instructions in our FAQ regarding not being able to import your 1099?

 

@chadws89

Level 3
Mar 14, 2022 7:21:08 PM

I also having the same problem importing 1099-consolidated form from E-trade to my TurboTax today 3/14/2022. I login my E-trade account and the form is there, I have too many transaction to manually enter.

Please help.

Level 3
Mar 15, 2022 9:56:25 AM

I called E-trade and they said it was the issue on their side, the 1099 consolidatedcorr haven't coded for download to tax software, E-trade rep said it should be ready for download by 3/17/2022. Hope this will help.

Level 3
Mar 16, 2022 11:13:54 AM

Thank you for calling!!  Was hoping this was  the case. 1099s were due to recipients mid-February, yet Etrade doesn't have them available to download to Turbotax for 4+ weeks. How is this not ILLEGAL??! We shall see. 🤞

Level 3
Mar 17, 2022 9:21:56 AM

SAME ERROR MESSAGE FROM Etrade. 3/17. Etrade/ TurboTax FAIL!!!

Expert Alumni
Mar 17, 2022 1:03:28 PM

If your import is unsuccessful, here's How to Enter a Summary in Lieu of Individual Transactions if you are able to view/download your brokerage statements.

 

Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, "Box A short-term covered" or "Box D long-term covered."

 

You'll enter the summary info instead of each individual transaction.

 

 

 

 

Level 3
Mar 17, 2022 6:42:51 PM

I tried download 1099 tax data from Etrade to Turbotax after work today and it also failed to download with the same message as before, Etrade specialist said it should be OK today if not call him back, too late to call today but I will call on Monday. Here is the direct # given to me by Etrade specialist to call  in case [phone number removed].

Level 3
Mar 17, 2022 7:13:44 PM

I had no problems importing data from Fidelity. Schedule D populated correctly and form 1116 also completed automatically with no problems.

Level 3
Mar 18, 2022 9:29:08 PM

Thank you for continuing to call!! Sadly, Turbotax removed Etrade contact number. Maybe TURBOTAX will be PROACTIVE and call ETRADE for us to discuss the ISSUE. We have pages and pages of stock transactions! Astonished that Turbotax can't dovetail its tax software with Etrade. Don't want to and Should NOT need to attach or send in separately our entire 1099B!! Want to make sure it's transferred & calculated correctly. Turbotax was up to the task last year. It's astonishing that they haven't fixed this yet w/Etrade. -Frustrated Tax Professional w/Masters in Tax from Top 3 University

Level 3
Mar 19, 2022 6:11:25 AM

TaxMaster1988. You are right about the frustration on TurboTax not to proactively helping the issue with 1099 download from E-trade, when I fist call E-trade the rep said it was Turbotax he he was aware with the problem, but I told him I have 3 accounts with etrade and 2 sign in user ID, 1 of them download without issues but the one I use for my day trade wasn't, se he forward me to tech support specialist. I am breaking the # in 2 part so the robot may not catch it.. if you can combine them 87792, I have many transaction during the year and it would take me atleast a week to manually enter, 12434 hope this will help and I will call Etrade on Monday to see why I still can't download my 1099, I owned the IRS so there is no hurry to file but wanted it to be done before tax day

New Member
Mar 23, 2022 10:42:46 AM

You must select E*TRADE Securities and make sure to put in " * " after the E when searching for the financial institution.

This error occurs with the selection of "E*TRADE from Morgan Stanley (Bank Accounts)", but is incorrect for 1099 brokerage. Good luck!

Level 3
Mar 23, 2022 1:57:53 PM

Thanks for the suggestion. Tried all 3 Etrade options repeatedly Day 1, when the correct option that should have worked, didn't. NONE work. 

Level 2
Mar 23, 2022 3:18:45 PM

Thanks for calling E*Trade to find out the answer.  Today is 3/23, I still can't download my 1099B.  E*Trade does have 1099 Int available to download, but not 1099B.  

Level 3
Mar 23, 2022 5:56:09 PM

I called E*Trade on Monday and Tuesday this week and spent >1hr on the phone with them but the issue is not resolved, the tech specialist at Etrade said he will call me back if they find the solution for the 1099 import issue to TurboTax, I have 2 accounts at E*trde and only has a problem import from 1 account that has a 1099 Consolidated Correction (corrected 3/09/2022), the other account has a regular 1099 Consolidated file ( the consolidated file included 1099B, 1099-DIV..etc). We need to call E*Trade customer service and ask them to transfer you to a tech specialist and talk to them, it would take about 30 minutes to get to those specialist but the more we call the more resources they would put in to work on this issue so we can have this problem fix sooner. I will update if I get a call back from E*Trade.

Level 3
Mar 25, 2022 4:53:18 AM

I am assuming we can't import from Etrade if there are a certain amount of trades on a form. But of course no one will tell you this, what the threshold is. Instead we are just wasting our time on software we already bought.

Level 3
Mar 25, 2022 12:52:37 PM

Any progress Phan? We have attempted to download Stock Sale Capital Gain info on a daily basis. We know we have massive Capital Gains, but Turbotax is still 'unable to find any tax related info' in our Etrade account. Seriously??!  Would so appreciate it if Turbotax would reach out to Etrade regarding Turbotax's INABILITY to download Etrade 1099B ASAP!!