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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.

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95 Replies
HeatherPLO
Intuit Alumni

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

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.  

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

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.

EbonyA
Intuit Alumni

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

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.

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

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.

CarissaM
Intuit Alumni

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

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. 

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

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. 

Cass0317
Intuit Alumni

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

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

chadws89
Returning Member

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

Hello,

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

Same issue nothing available.

Any luck yet?

Katina S
Intuit Alumni

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

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

 

@chadws89

phan
Level 3

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

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.

phan
Level 3

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

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.

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

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. 🤞

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

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

MarilynG1
Expert Alumni

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

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.

 

 

 

 

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