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New Member
posted Feb 13, 2023 2:39:49 PM

Is anyone having trouble importing etrade

3 44 8576
1 Best answer
Level 15
Feb 14, 2023 7:42:53 AM

See When will I be able to import my 1099? (intuit.com)

 

If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2023. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2023. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2023.

 

However, this isn't a guarantee. Even if you already got your 1099-B or 1099-MISC in the mail, your institution might not have it ready for import until early March or even later. If your forms aren't ready yet in TurboTax, we'll tell when to expect them.

24 Replies
Level 15
Feb 14, 2023 7:42:53 AM

See When will I be able to import my 1099? (intuit.com)

 

If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2023. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2023. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2023.

 

However, this isn't a guarantee. Even if you already got your 1099-B or 1099-MISC in the mail, your institution might not have it ready for import until early March or even later. If your forms aren't ready yet in TurboTax, we'll tell when to expect them.

Level 1
Feb 15, 2023 6:46:19 AM

It's the 15th folks and Etrade Import is still not working!  

Intuit Alumni
Feb 15, 2023 8:56:48 AM

It appears Etrade said that all of their 1099's are now available to import and download. Please see the following link: Etrade 1099's

@firebird748 

New Member
Feb 15, 2023 10:10:48 AM

I could download a copy of my 1099 from Etrade for printing but it would also not be accepted by TT. On closer inspection, I discovered that Etrade now reports under the name of Morgan Stanley Holdings, LLC which has a different TIN than Etrade has. What this means is that TT must add Morgan Stanley to the list of downloadable 1099s along with its different TIN. When will this fix be made!!!

Level 15
Feb 15, 2023 10:22:13 AM


@Petros333 wrote:

I discovered that Etrade now reports under the name of Morgan Stanley Holdings, LLC which has a different TIN than Etrade has.


Did you have an account with MS/ET and try to import last year (a 2021 1099)? 

 

Morgan Stanley Holdings, LLC does have a different TIN than E*Trade had but it did not just change this year; it is exactly the same as 2021.

Level 1
Feb 15, 2023 2:15:08 PM

Add me to the count of people that can't import from E*Trade as of 5 PM EST 2/15/2023, but did it successfully in years past.  E*Trade claims the issue is strictly on TurboTax's side.

Level 3
Feb 15, 2023 2:44:05 PM

Yes, I still can't, 5:43 EST, 2:43 PST

Level 3
Feb 15, 2023 2:45:40 PM

CassL, do you have any timeline for the e*trade imports to be fixed?  Thanks.

Level 15
Feb 15, 2023 2:53:18 PM

Import from e*trade (intuit.com)

 

 

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

Level 3
Feb 15, 2023 3:34:37 PM

Not on the TT

Level 1
Feb 15, 2023 4:12:37 PM

I'm having the same issue.  E-Trade is showing that my 1099 is available.  I ab able to download the information onto my computer; However, Turbotax continues to give me messages that I am unable to import the information.  Each time I attempt, it ways the import attempt was unsuccessful.  Today is the 15th.  As per the initial response on this thread, today should be the day where I can access this information.

Level 15
Feb 15, 2023 4:20:32 PM

@SmittyCan2 

 

Import from e*trade (intuit.com)

 

 

 

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

Level 1
Feb 15, 2023 4:44:53 PM

Same here!! 

New Member
Feb 15, 2023 5:04:24 PM

Ditto. Get it straight y'all. You've had a long time to test and get this right.

Level 3
Feb 15, 2023 6:12:58 PM

Well, not only is it not working but the message has changed back to the original one, "1099 forms not available for user". They have digressed.

Why is it e*trade and no other brokerage? My TDAmeritrade 1099 was available and downloaded a week ago.

They are both incompetent.

Level 15
Feb 15, 2023 6:32:48 PM

Import from e*trade (intuit.com)

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

Level 2
Feb 15, 2023 6:39:05 PM

I am going out on a limb here but it seems to me that the MMS to make more people get in after they false inflate price. Just my opinion. I am starting to think most everything is rigged against working people

 

 

Level 2
Feb 15, 2023 10:00:41 PM

It still does not "woik!" Making me go cRaCkErS

Level 3
Feb 16, 2023 6:09:09 AM

Etrade saying February 18. Wait couple more days.

Level 3
Feb 16, 2023 6:09:58 AM

Mine finally worked this morning.

Intuit Alumni
Feb 16, 2023 1:29:23 PM

If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.

 

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

@528hz 

Level 15
Feb 16, 2023 1:32:10 PM

The issue is fixed now, after an update for the desktop products and, presumably, for online users.

Returning Member
Feb 16, 2023 3:12:35 PM

Still not working for me. I keep getting the following error on multiple browsers and in Incognito Mode:

 

Something unexpected happened.
Try again in a few hours. (101)

This is pretty inconvenient as E*TRADE is the only outstanding item that's pending.

Level 2
Feb 16, 2023 7:58:44 PM

Thank you for replying , but i am using the desktop version.  Maybe there will be an update that can fix this or maybe it will be corrected at the etrade side soon. Update...it finally worked this evening. (Happy Dance) I hope it is working now for everyone else who was having trouble B4 as well. Thanks again.