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Import 1099 from Etrade not working

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?

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6 Replies
M-MTax
Level 15

Import 1099 from Etrade not working

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.

Import 1099 from Etrade not working

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

Import 1099 from Etrade not working

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

Import 1099 from Etrade not working

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

Import 1099 from Etrade not working


@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.

Import 1099 from Etrade not working

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.

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