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Level 1
posted Feb 14, 2023 11:43:25 PM

Has anyone been able to import from E*Trade? E*Trade says it is working, but I simply get told they do not have a 1099 for me. Their website does have it.

Windows.

I have imported from 8 other financial firms.

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3 Replies
Level 15
Feb 14, 2023 11:49:54 PM

they may have the 1099 but it's not ready for import.  for example, I can download the 1099 from broker X today but the import won't be ready for another week. 

Level 1
Feb 14, 2023 11:56:54 PM

That delay for importing is usually announced, and we can't get to the import signin.  E*Trade announced that importing would be available February 13.  I do see a signin for the E*Trade import and successfully sign in, only to be told "1099 forms not available for user".

 

I'm interested in whether anyone has been able to import from E*Trade this year or maybe I am just "favored."

 

E*Trade phone people say things are fine and ask TurboTax.

Level 1
Feb 17, 2023 7:57:18 PM

I was able to do the import from E*Trade (actually says Morgan Stanley) last night.

 

I'm not sure who "fixed" it.  I did contact TurboTax support, and they followed up to make sure I was able to import.