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lspokony
New Member

Is anyone experiencing problems importing etrade tax documents

 
6 Replies
cabernet54
New Member

Is anyone experiencing problems importing etrade tax documents

Yes, many people having Etrade import issues. I'm waiting a week to see if Intuit and Etrade can figure it out.

chadblaire
Level 2

Is anyone experiencing problems importing etrade tax documents

and again this year 2021 for 2020 taxes. etrade is bad,

TerukoL
Employee TurboTax Specialist

Is anyone experiencing problems importing etrade tax documents

 

You may need to check your Etrade account to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

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schwick
Returning Member

Is anyone experiencing problems importing etrade tax documents

Hope this helps someone: 

For me, using turbo tax premiere on MacOS, I was not able to connect to E*Trade at all. I entered the username and password straight from the MacOS keychain to avoid making mistakes and the "continue" button would not even enable (and show in black). 

After talking with turbo tax support (and encouraging them to dig deeper with me), we found out that the button will only turn black when you enter the user name and password manually. Otherwise the software does not recognize the entry. After that it worked. 

pradeep3569
New Member

Is anyone experiencing problems importing etrade tax documents

Hi,

 

I did some stocks and some dividend reinvestments last year on e* trade. I tried to import my account to turbo tax software and turbo tax is telling me that there is nothing to import. I tried to repeat the import couple of times but each and every time, the same message which is really annoying. I did like 50 or 60 odd trades last year and I keep on entering all the trades manually. 

 

 

EbonyA
Employee TurboTax Specialist

Is anyone experiencing problems importing etrade tax documents

In addition to the FAQ provided in the thread above, please review those listed below. If your issue persists after the fact, reply here and we will further assist @pradeep3569.

 

How to import 1099

 

Can't import 1099

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