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Level 3

Solved

Import 1099 from Etrade not working

Forum|Forum|6 months ago
February 6, 2026
29 replies
226 views

I tried to import my 1099 from etrade but I get stuck in an endless loop of selecting the brokerage account (Etrade), then signing in, then "Continue" to import, then the login and import process in a web page (which seems to work) then "Success! You can now return to Turbo Tax" and then back to the "Continue" to import.

It never gets to the point in Turbo Tax where it recognizes that a 1099 has been imported.

Any ideas?

Best answer by JMM5

When I returned to TurboTax after E*Trade import (150 Line), the dividend and stock/option trades were populated. It still asked me to confirm my cost basis on all my covered calls. Keep in mind, all this worked after accepting my web browsers pop up message. When I didn't accept it initially the date wasn't imported.

Thank you @kgalusha - your comment led me to find this workaround in my case.

I was also using Edge as my browser - TT Desktop would invoke a new Edge window to try to connect to E*Trade. When that process seemingly completed, there was no pop-up to accept the transfer, nor was there any indication that a pop-up was blocked. Which I think is what led so many of us into the loop and going back to the "Continue" button in TT, which didn't do anything except frustrate ppl by repeating the process.

I changed my default settings to use Chrome for all browser content and tried it again. Now, TT opens a Chrome window *(rather than an Edge window) to connect to E*Trade and after credentials are processed, data-xferred/etc, a pop-up appears that one has to accept to complete the transfer.

I did nothing that I know of to enable a setting in Edge, nor disable one in Chrome, so that this behavior was the case - but at least for me, setting Win11 to use Chrome for all Web/HTTP/HTTPS actions, "solved" the issue.

Thanks for the hint!

M-MTax

Level 15

Is your 1099 ready for import? I have an account with E*Trade as do several family members and none of ours are even available yet.

dvwilkieAuthor

Level 3

The notice was that it was ready for import, and the message is "Import successful". Before it was ready I had a message that said that I had to wait, and that message is now gone. Maybe the problem is that the 1099 is not actually ready. But the messages should reflect that.

M-MTax

Level 15

I think it takes a few days before they have the file ready for import into tax software.

kgalusha

Level 3

I had same problem. Software reports it got the 1099 data, but returning to Turbo Tax premier edition show not imported data.

M-MTax

Level 15

@kgalusha wrote:
I had same problem. Software reports it got the 1099 data, but returning to Turbo Tax premier edition show not imported data.

Your 1099-B isn't ready yet, that's why.

kgalusha

Level 3

I download the hardcopy 1099 consolidated from E*Trade and TurboTax software didn't give any errors when I tried downloading it. It just is was downloaded but when I return to TurboTax there is no data. So maybe not ready for TurboTax download, but in past years the software wouldn't try unless E*Trade data was ready.

smotonn

Level 2

It's not available for download into Turbo Tax yet.

I know the 1099 Consolidated Statement can be downloaded in a PDF format but downloading directly into Turbo Tax is a whole different story. Wait until Feb. 15 as E-Trade has posted under Tax Schedule on their website.

JMM5

Level 2

The question of whether it will all work as-of/after Feb15 notwithstanding, what we're seeing is a terribly poor implementation. I'm not sure anyone is trying to defend the behavior, but an app that tells you "Congratulations, we have your data - return to TT to continue", as it does for me (Desktop), but has no data and doesn't try to even present you with it, needs some attention to detail. If you have no data, why are you telling us you do?

M-MTax

Level 15

@JMM5 wrote:
I'm not sure anyone is trying to defend the behavior, but an app that tells you "Congratulations, we have your data - return to TT to continue", as it does for me (Desktop), but has no data....

Yeah, I agree; the program shouldn't return that result if no data has been imported.

murds

Level 2

There is definitely an issue with the download. The 1099's are available. If you try to download you end up in the loop as described. Spent 45 minutes with support, the issue was supposedly escalated to the software team. I tried with both Chrome and Edge with the same result. The importer app looks like it is running on the intuit web site (app.intuit.com). Data may be making it there but the desktop client isn't picking it up. ugh. And Merrill Edge isn't in the drop down any more. May be the last year for me and TurboTax. Isn't this suppose to make filing easier?

M-MTax

Level 15

@murds wrote:
Data may be making it there but desktop client isn't picking it up. ugh. And Merrill Edge isn't in the drop down any more. May be the last year for me and TurboTax.

Yeah, but the other major tax prep s/w vendor is not much different. Merrill Edge isn't listed in the dropdown on H&R Block products either. Not sure what's going on this year.

kgalusha

Level 3

Got the E*Trade data to complete download and appear in TurboTax a couple days ago. Saw another similar question about another brokers data and a solution. I had to do with pop up blocker (I used Edge) and accepting a pop up discovering other devices on the network.

Buddog-1

Level 2

I had this endless loop issue with another financial institution. My solution was to use the user ID and not the email address. TurboTax asks for your log-in with either the user ID or email address, and then the password. The special characters in the email address may be causing the issue.

TucsonTod

Level 2

Guys this may be a real easy quick fix for this problem. So I struggled for several days on this issue. I use TurboTax on a MacBook pro using Firefox as my browser. Stuck in the same endless loop that everybody else was username is correct password is correct but not doing anything past that always giving me an error. So

Then I simply looked up how to enable third-party sharing on my e-trade account. Go into your profile security settings and manage that. While third party sharing was already enabled which doesn't explain why the error occurred I just hit save again and exited then tried to import into TurboTax again and it worked!

Hopefully this is the fastest easiest fix ever for you guys who are having the same issue.