Partial 1099B import from ETrade

2 replies
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I see only 3 transactions imported for my 1099B from ETrade. It looks as if it's the first transaction from: covered short term; non covered short term and non covered long term. Is there a workaround around this?

TerukoL

Level 13

What version of TurboTax are you using? Do you have a large number of stocks that you are trying to import?

Please click How do I enter a large number of stock transactions in TurboTax Online? to learn more.

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croqueteerAuthor

Level 2

I'm using the desktop version of TurboTax for macOS. I found the problem and it's related to how once authenticates for the import.

Importing from E*Trade shows I believe 3 entries, E*Trade Bank, E*Trade Securities and E*Trade Advisor I think. I have 2FA enabled for E*Trade so connecting to E*Trade Bank with username/password+2FA works and pulls in partial trades. Authenticating to E*Trade Securities using the same approach does not work and a popup is displayed advising you to call E*Trade Support. The solution is to connect to E*Trade Securities with username/password (NO 2FA code). This pulls in the all the data.