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grett
Level 1
January 15, 2024
Question

no e*trade on partner list to import

I'm not finding e*trade on the dropdown import menu for downloading forms on Turbotax deluxe 2023

    4 replies

    Anonymous_
    Level 15
    January 15, 2024

    Does Morgan Stanley work? They bought E*Trade and merged ET into MS last year.

    DoninGA
    Level 15
    DoninGALevel 15
    Level 15
    January 15, 2024

    @Anonymous_ Thanks was unaware of the purchase of E*Trade by Morgan Stanley

      Anonymous_
      Level 15
      January 15, 2024
      @DoninGA wrote:

      @Anonymous_ Thanks was unaware of the purchase of E*Trade by Morgan Stanley

      @DoninGA There still may be a problem. Last year when Morgan Stanley folded ET into their group, they changed clients' account numbers and, purportedly, for 2023 clients will get two separate 1099-Bs; one before the transition (E*Trade) and another after (Morgan Stanley) - not sure how that's going to work with importing.

      DoninGA
      Level 15
      DoninGALevel 15
      Level 15
      January 15, 2024

      E*Trade should be listed since it is on the partners list on this website for 1099/1098 Partners - https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/#1099/1098-partners

       

      Will flag this for correcting with the TurboTax Moderators.

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