Import 1099 from Etrade not working

[dvwilkie]

I tried to import my 1099 from etrade but I get stuck in an endless loop of selecting the brokerage account (Etrade), then signing in, then "Continue" to import, then the login and import process in a web page (which seems to work) then "Success! You can now return to Turbo Tax" and then back to the "Continue" to import.

It never gets to the point in Turbo Tax where it recognizes that a 1099 has been imported.

Any ideas?

[M-MTax]

Is your 1099 ready for import? I have an account with E*Trade as do several family members and none of ours are even available yet.

[dvwilkie]

The notice was that it was ready for import, and the message is "Import successful". Before it was ready I had a message that said that I had to wait, and that message is now gone. Maybe the problem is that the 1099 is not actually ready. But the messages should reflect that.

[M-MTax]

I think it takes a few days before they have the file ready for import into tax software.

[kgalusha]

I had same problem. Software reports it got the 1099 data, but returning to Turbo Tax premier edition show not imported data.

[M-MTax]

---

@kgalusha wrote:

I had same problem. Software reports it got the 1099 data, but returning to Turbo Tax premier edition show not imported data.

---

Your 1099-B isn't ready yet, that's why.

[kgalusha]

I download the hardcopy 1099 consolidated from E*Trade and TurboTax software didn't give any errors when I tried downloading it. It just is was downloaded but when I return to TurboTax there is no data.  So maybe not ready for TurboTax download, but in past years the software wouldn't try unless E*Trade data was ready.

[baldietax]

people reported the same type of issue from Vanguard there is a permissions issue on the browser (and Turbotax has shitty error handling here), try solution here

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-va...

[M-MTax]

---

@kgalusha wrote:

... maybe not ready for TurboTax download, but in past years the software wouldn't try unless E*Trade data was ready.

---

Could just be different this year re the software and/or E*Trade. There are still some brokerage "partners" that do not appear in the import dropdown list.

[smotonn]

It's not available for download into Turbo Tax yet. 

I know the 1099 Consolidated Statement can be downloaded in a PDF format but downloading directly into Turbo Tax is a whole different story.  Wait until Feb. 15 as E-Trade has posted under Tax Schedule on their website. 

[JMM5]

The question of whether it will all work as-of/after Feb15 notwithstanding, what we're seeing is a terribly poor implementation.   I'm not sure anyone is trying to defend the behavior, but an app that tells you "Congratulations, we have your data - return to TT to continue", as it does for me (Desktop), but has no data and doesn't try to even present you with it, needs some attention to detail.   If you have no data, why are you telling us you do?

[M-MTax]

---

@JMM5 wrote:

I'm not sure anyone is trying to defend the behavior, but an app that tells you "Congratulations, we have your data - return to TT to continue", as it does for me (Desktop), but has no data....

---

Yeah, I agree; the program shouldn't return that result if no data has been imported.

[murds]

There is definitely an issue with the download. The 1099's are available. If you try to download you end up in the loop as described. Spent 45 minutes with support, the issue was supposedly escalated to the software team. I tried with both Chrome and Edge with the same result. The importer app looks like it is running on the intuit web site (app.intuit.com). Data may be making it there but the desktop client isn't picking it up. ugh.  And Merrill Edge isn't in the drop down any more. May be the last year for me and TurboTax. Isn't this suppose to make filing easier?

[M-MTax]

---

@murds wrote:

Data may be making it there but desktop client isn't picking it up. ugh.  And Merrill Edge isn't in the drop down any more. May be the last year for me and TurboTax.

---

Yeah, but the other major tax prep s/w vendor is not much different. Merrill Edge isn't listed in the dropdown on H&R Block products either. Not sure what's going on this year.