Is anyone having trouble importing E*Trade from Morgan Stanley?

[Garik2]

The import of tax forms from E*Trade from Morgan Stanley is not working for me. The 1099 tax forms just became available at E*Trade (received email notification from them today) and can browse them on the E*Trade website. However, when trying to import into TurboTax receiving an error message stating: "1099 Forms unavailable for User". The security setting at E*Trade correctly set to allow sharing data with 3d parties.

[Taxgirl2025]

Which browser are you using? Clear cookies and caches. When signing into your E*trade account dont autofill password. 

[Taxgirl2025]

Since this account of mine was automatically moved to Morgan Stanley after the merger of E*Trade and Morgan Stanley, its status is "closed" in E*Trade, and for some stupid reason, E*Trade only provides PDF version of 1099 forms for a closed account, without ability to export it to Turbotax. This may be the issue as well.

[Garik2]

Thanks for reply. Not sure what the browser has to do with it as I am not using on-line version of Turbotax. However, I did try to clear caches in Chrome twice and it did not resolve the problem. 
The import did work today after rebooting the machine.

[vickyg]

Yes, I can't import from Morgan Stanley, it says my social security number is invalid, and I can't import from ETrade (Morgan Stanley) it says my username is invalid.

[syee23]

I'm also having a similar issue.  My Morgan Stanley at Work acct was rolled in to E*Trade...to become E*Trade from Morgan Stanley.  In my E*Trade account, I'm able to see/download the 1099 consolidated form (includes INT, DIV, B, etc.) but when I'm in TurboTax Online and try to use the import mechanism, my userid/pwd isn't working even though I know I'm entering in the credentials correctly.

I then try to import the 1099 consolidated forms file by dragging it from my desktop but TurboTax Online says it's not the right format??

Can someone from Intuit assist here??

Thanks.

Sam (a former Intuit employee of all things...)

[hyperkik]

Interesting that rebooting helped.  I have having the same problem.  My forms just showed up today on E*Trade I wonder if they just need some time to show up- in a way that TT can see them?

[CatinaT1]

There is a third party data sharing setting that you need to ensure is turned on. 

You can find that by going to the My Profile tab and looking for Security Settings. Here you will see manage third party data sharing. Set that to Yes and try again.

[hyperkik]

Yes, we have all taken care of the third party setting.  It's clearly written on the page where you connect.

What is not clearly written is what is going wrong when we try to import the data and nothing happens.  

[CatinaT1]

I just came across this from another user: What fixed it for me was a security setting under Windows Settings, Network & Internet, Advanced Network Settings, Internet Options, Security tab. Mine had defaulted to a Medium High security zone. I changed it to Medium and that fixed it.

Sorry to have you keep trying things, but I'm trying to find solutions. Can you let me know if this works?

[Kenn]

Any advice for a Mac user? When I click Import the activity bar moves for a moment but then nothing.

[baldietax]

see this thread (or many others like it)

https://ttlc.intuit.com/community/taxes/discussion/2024-tax-year-import-from-morgan-stanley-tries-to...

I've seen on other threads that what won't work on desktop imports into online version so there is clearly some issue with desktop and import as well as other issues; someone suggests starting your return in online to do the import then moving to desktop which seems a lot of work unless you really need the import.

frankly with 4 weeks to go, if you are still stuck on import then be prepared to go manual and you could probably be done with it today and move on, unless you have a very complicated 1099-B with a lot of adjustment entries.  1099-INT and DIV are easy to input and you have to take care of supplemental tax info (e.g. US Gov obligations, Foreign taxes, accrued interest etc) if those apply to you.  1099-B most people can just input at summary level, if you have any adjustments such as wash sales, AMD or non covered securities those are best input at detailed level to avoid adjusting sales summaries which will trigger a need to mail your 1099-B to IRS.

[Kenn]

Thanks. My info is relatively simple and doing manual entry should not be a problem. I just like the idea of the download to be certain it is complete and correct.