Importing etrade is not working. E*Trade from Morgan Stanley: 1099 forms unavailable for user

[AZbag]

I tried to import the 1099s from E*Trade as I have in the past using my etrade username and password. TurboTax says connecting with E*Trade and a box with a yellow exclamation point comes up with the message

E*trade from Morgan Stanley:

1099 Forms Unavailable For User

I have downloaded this from Etrade in pdf format. It became available 2-18-2025. Anybody else have info about this?

[M-MTax]

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@AZbag wrote:

I have downloaded this from Etrade in pdf format. It became available 2-18-2025. 

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Same. It will most likely take a few days for the import.

[AZbag]

Just a follow-up. I tried the import again today 2-21-25 and it worked. It appears the import files are now available at E*Trade.

[Liavatar]

Has this issue been resolved? I am having the same problem as of today, 2025-02-23.

Thanks!

[ccthealias]

Any update here? I report a similar problem earlier this week where I am unable to import my tax documents from ETrade. There are no error message, just the button to continue is not visible.  

This seems to be a problem not just for Etrade.   The import function just dont work.  I have TurboTax Premier on Mac, please provide an update and  ETA on the fix

[hyperkik]

Thanks for this!  My forms became available today and will not import from E*trade Morgan Stanley into Turbo Tax, but my guess is it will just take another day or two.  Fingers crossed.  

[samehere]

Same Here, tried turbo tax support their suggestion just put it in manually. Yeah sure its only 28 pages long.

E trade said try again tomorrow, even though the forms are available for download they might not be in the servers for transfer yet.

[hyperkik]

I just wish the error message could be more helpful.  It just sort of makes a sound and nothing happens and the text points you to turning on third party sharing (although that text was there before authenticating). 

Still not working for me this morning. 

[CatinaT1]

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

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[samehere]

Same here, But a little progress. I tried importing from a different firm and that worked. However that process for logging in was different That one opens a browser page and wants you to log into intuit 1st and then takes you to the login page for that firm through a browser page where you would login for that firm. Where as the Etrade logs in directly through the turbotax program. We can't be the only ones having this issue. I am hoping in a couple days whose ever issue it is, be it putting the file in the place where the program can find it or the program starts looking the right place is resolved.

[CatinaT1]

Have you logged into your Morgan Stanley account and turned on Third party sharing via the security center?

[samehere]

Yes it was enabled already. Some background Last year there was also an issue with Etrade but they were in middle of merging with Morgan Stanley, the issue was eventually resolved, but who knows maybe now that the dust has settled things got moved around again.

[hyperkik]

Not using online, using the mac application.

Yes, third party access has been enabled.

The behavior is the same as it was before the 1099 was ready, so I'm assuming although the 1099-consolidated PDF is available now, the file Turbo Tax needs is not there yet.  

What would be helpful, Turbo Tax, is if you could reach out to E*Trade and ask them when they will make the file available. 

It would also be helpful to get a useful error message like "no file found" instead of just making a noise and doing nothing.

[mercjam]

Very annoying.  Many complaints but TurboTax does not act or respond.   

Will be finding a new Tax software to use.

My 1099B is 84 pages, not entering manually and do not want to put all that in the mail if I use summary numbers.

Need fast action from TurboTax support.

[M-MTax]

It should be noted that if all of your transactions are covered, you do not need to mail your 1099-B.