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Returning Member
posted Mar 14, 2024 2:35:34 PM

Import 1099-Div info from E*Trade by Morgan Stanley - Password Issue

I can log in to my E*Trade account using two different browsers (Edge & Chrome) - no problems with two-factor authentication.  However, using the import 1099 data from within TurboTax Home & Business 2023, keep getting the message "E*Trade from Morgan Stanley: Please call Customer Service at 1-800-786-257 for password assistance."   I called the number and was connected to E*Trade.  They checked their side and cannot find any issues.  Note I also had my E*Trade account set up to allow third-party sharing.  So I do not why the 1099-DIV data cannot be imported by TurboTax.  Help!

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1 Replies
Expert Alumni
Mar 20, 2024 9:47:05 AM

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes: