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Level 2
posted Feb 15, 2023 11:17:19 AM

Import from e*trade

E*TRADE:
(02/15/2023 01:32 PM) (Ref No.: 10257580)
Dear Mr. Spinner,

We appreciate your inquiry regarding importing tax information into TurboTax.

That import should be available tomorrow. Thank you for your patience. If there is anything else that we can do for you please do not hesitate to reach back out to us by secure message, chat, or phone. Our phone number is: x-xxx-xxx-xxxx. We have representatives available to assist you 24 hours a day, 7 days a week. We hope that you have a great day!


Sincerely,

Peter Smith
5am-1:45pm MT, Monday through Friday
1-800-ETRADE-x (xxx-xxx-xxxx).
Customer Service Representative, Digital Correspondence
E*TRADE Securities, LLC

0 6 1074
6 Replies
Level 15
Feb 16, 2023 8:16:43 AM

This issue has been resolved as of 2/16/2023.

 

Thank you for reporting.

 

 

Returning Member
Feb 21, 2023 9:21:53 AM

Today is 2/21/2023 and E*Trade tax documents still not available for import. They should come under the name of Morgan Stanley Domestic Holdings, E*Trade Securities LLC, but no such name comes up in the search.

When the E*Trade import will be available? When it will be fixed?

Intuit Alumni
Feb 22, 2023 1:00:16 PM

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New Member
Feb 24, 2024 11:37:00 AM

I cannot import using the desktop TurboTax Premiere. Today is the 1st day I've tried to do so. 

:( 

2/24/24

Returning Member
Feb 24, 2024 11:53:21 AM

Me nether. Getting the message since yesterday, 2/23. It still does not work. The message says that impot is currently unavailable and that I should try on Monday, 2/26. 

Can someone from Intuit confirm that import should work this year? Is it temporary glitch? Last year import was not working due to E*TRADE been acquired by Morgan Stanley and was in transition changing their forms.

Returning Member
Feb 25, 2024 10:43:49 AM

Just tried again today and it is working now. Was able to import my tax forms.