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Level 1
posted Feb 12, 2023 6:09:28 AM

importing 1099-consolidate from eTrade

etrade has made 1009s available. I can see my 1099-consolidated but when I go to import in turbo tax it saying there isn't any tax related info to import. can you import a consolidated 1099 from eTrade? they list 1099-B, 1099-DIV, 1099-INT, 1099-MISC, and 1099-OID..  seems I used to be able to import a consolidated 1099. 

1 60 9399
24 Replies
Intuit Alumni
Feb 12, 2023 11:22:40 AM

Please see the below TurboTax FAQ for information on when you will be able to import your consolidated tax statement.

When will I be able to import my 1099?

Level 3
Feb 14, 2023 8:08:59 AM

Your answer really does not help  much.  The article you link us to says " If your forms aren't ready yet in TurboTax, we'll tell when to expect them."  Previously, until today, when I attempted to import E*TRADE 1099s TurboTax would present a screen to me informing me of dates forms should be available.  Today TurboTax takes me directly to a screen asking me to log into me  E*TRADE account.  I do that, and receive the error message "1099 Forms not available."  No additional information is provided.  Like the original poster, I can see the documents in the E*TRADE tax center.  I understand perhaps they are not available for download, but would like to know when they will be available for download.

Level 3
Feb 14, 2023 8:13:32 AM

I have the same issue and same messages in Turbo tax for my E*Trade 1099s

Intuit Alumni
Feb 14, 2023 10:41:41 AM

Have you tried this E*Trade website page yet?  2022 year-end tax-planning checklist (Note: Question 5)

 

@Dmcdevit333  @maytonh @kgalusha 

Level 3
Feb 14, 2023 1:20:48 PM

YEP, I already have the 1099s from E*Trade.

But I am not interested in manually entering all this data

I pay for TurboTax so I don't have to do that.

I need to be able to import the data

Intuit Alumni
Feb 14, 2023 1:46:43 PM

Please see this Help Article for information regarding when you will be able to import 1099’s. 

 

If you need additional assistance, please feel free to contact Customer Support so you can speak with someone who can assist you.

@maytonh 
 

Level 3
Feb 14, 2023 2:36:36 PM

Well, we have gone full circle.  The help article you link to is the same help article I referenced in my original post.  It says " If your forms aren't ready yet in TurboTax, we'll tell when to expect them."  So please do that, tell me.

Level 3
Feb 14, 2023 10:42:21 PM

I have the same issues listed in this post and a similar complaint about TurboTax. I've come to learn over the years that the so-called "Employee TurboTax Specialists" basically specialize in not answering questions directly, usually referencing to the same unhelpful article time and time again, as has happened again here. I had a live chat conversation two days ago with someone from eTrade who said that successful importing should begin by 2/15, so hopefully we'll see such success in the next 24 hours. I'm not sure whether the issue is with eTrade or TurboTax, but sad that TurboTax doesn't provide helpful information.

Level 1
Feb 15, 2023 5:27:04 AM

I have the same problem importing my 1099 form. I tried all the suggestions, but none worked.

I received an email this morning FEB 15,2022 from E*trade that my forms were ready to download.

I tried to download them but got the same message "forms not available for user". I called E*trade

[phone number removed] and spoke to someone but they didn't seem to have a solution.

Level 3
Feb 15, 2023 5:29:55 AM

Yep, I tried again this morning as well.

Another failed attempt

 

Level 1
Feb 15, 2023 6:56:37 AM

TurboTax please pick up the phone and call Etrade, and get this issue resolved! We paid nearly $100 for your software as it has the Gainskeeper program in it... But  it's not downloading my info...

 

Returning Member
Feb 15, 2023 7:47:04 AM

There is another thread where someone has contacted TurboTax and they admit it's their problem but have ZERO information on when/if it will be fixed.

https://ttlc.intuit.com/community/investing/discussion/e-trade-securities-1099-forms-not-avaialble-for-user-huh/00/2881345

 

To the TurboTax professionals, please stop sending people to help articles that don't help.  By this time all your representatives should know about this issue.  Sending me to the same FAQ just increases the frustration.  Admit the problem.  Give a time frame.  Fix the problem.

Returning Member
Feb 15, 2023 8:06:55 AM

Ok, a look at other threads on this board this has been a known problem for YEARS.  I switched to TurboTax several years ago.  Beginning to regret that decision.

Returning Member
Feb 15, 2023 8:12:08 AM

New message when you try Etrade.  It now says that "ETrade Securities is under maintenance".  So maybe they're fixing it?

Level 3
Feb 15, 2023 9:05:31 AM

The message I receive has also changed, but not to the message you've received. Mine now says "This import was unsuccessful. There isn't any tax-related info to import right now. No problem - we'll help you enter the information and continue with your return".  This is a problem for me. Many transaction to enter if done manually.

Intuit Alumni
Feb 15, 2023 9:35:54 AM

As of 2/15/2023, all E-Trade 1099s are available for import.  If you're still having issues, try the following:

 

TurboTax Online

Sign out of your account, clear your browser's cache and cookies, then sign back in.

 

TurboTax CD/Download

Check for updates, or perform a manual update using the instructions listed in the following Help Article:  Manually Update TurboTax for Windows Software (Basic, Deluxe ... - Intuit

Level 3
Feb 15, 2023 9:51:02 AM

No, DaraLO (message just above). Did exactly as you advised with my CD version of TurboTax, and still getting an "import was unsuccessful" message.

 

Fail, DaraLO. Fail, TurboTax.

 

Still awaiting help from someone competent at TurboTax.

Returning Member
Feb 15, 2023 10:13:08 AM

And I've done the same (with multiple browsers) for the online version and it still doesn't work.  First step for crisis management:  Acknowledge the problem.  Second step:  Fix it.

Level 3
Feb 15, 2023 10:15:42 AM

Getting the same error message as you.

Not interested in manual entry, I paid TurboTax to avoid that.

New Member
Feb 15, 2023 12:31:16 PM

So when is the DownLoad issue going to be fixed?

Level 3
Feb 15, 2023 12:49:05 PM

we are all waiting on TurboTax team to answer that question. Date appears to be pushed to TBD.

Level 1
Feb 15, 2023 12:53:52 PM

As of Feb 15, @3:50 pm my message has also changed. Mine now says "This import was unsuccessful. There isn't any tax-related info to import right now. No problem - we'll help you enter the information and continue with your return".  E*trade has not been helpful. They just keep giving the same useless solutions.

Level 3
Feb 15, 2023 1:59:18 PM

Still no luck for me. If there's a problem, TurboTax should just say so, and we'll try to understand. But when so-called specialist/experts like @DaraLO come here to claim that everything's working when it's not, it shows this person's incompetence and TurboTax's ineptitude. Not a good look.

 

I dare a TurboTax person to post here with an apology and (accurate) explanation. But not holding my breath.

Level 2
Feb 15, 2023 2:18:08 PM

same problem as the rest of you.  I'm not entering all that info manually!