Import 1099 from Etrade not working

[murds]

@kgalusha  - Can I ask you the behavior you witnessed? After you supplied your credentials in the browser for Etrade, you got a success message that the data had transferred, then what? The success message (that I get) says to return to turbotax. Is that what you did? You returned to TT and it automagically continued? Or you had to click the continue button in the import window and you got a different message that the original (We will now launch your default browser....) ? Or was a there a pop-up that came up? 

[kgalusha]

When I returned to TurboTax after E*Trade import (150 Line), the dividend and stock/option trades were populated.  It still asked me to confirm my cost basis on all my covered calls.  Keep in mind, all this worked after accepting my web browsers pop up message.  When I didn't accept it initially the date wasn't imported.

[JMM5 · Accepted solution]

Thank you @kgalusha  - your comment led me to find this workaround in my case.

I was also using Edge as my browser - TT Desktop would invoke a new Edge window to try to connect to E*Trade.   When that process seemingly completed, there was no pop-up to accept the transfer, nor was there any indication that a pop-up was blocked.   Which I think is what led so many of us into the loop and going back to the "Continue" button in TT, which didn't do anything except frustrate ppl by repeating the process.

I changed my default settings to use Chrome for all browser content and tried it again.   Now, TT opens a Chrome window *(rather than an Edge window) to connect to E*Trade and after credentials are processed, data-xferred/etc, a pop-up appears that one has to accept to complete the transfer.

I did nothing that I know of to enable a setting in Edge, nor disable one in Chrome, so that this behavior was the case - but at least for me, setting Win11 to use Chrome for all Web/HTTP/HTTPS actions, "solved" the issue.

Thanks for the hint!

[dvwilkie]

I didn't get a pop-up message.

[dvwilkie]

After I got the successful transfer message I was told I could now return to Turbo Tax. So I did but the Turbo Tax screen had not changed. The option to "Continue" (to import) or "Skip Import" were there. So that screen did not appear to know that an import had occurred. Also I noted that in another screen where a list of all my various type of 1099s are listed new ones with no Brokerage Name had appeared, but these had no data in them. 

[dvwilkie]

Hmm I am using Chrome I will try to disable pop ups.

[dvwilkie]

OK, the pop up appears to be the issue. I am using google Chrome. But even when I allow pop ups the problem does not go away. Probably I'd need to close Chrome and restart it, but I am not willing to do that because I have other open tabs were I am working.

So instead I set my default browser to be Edge. Then I tried the import process, had to pick out the motorcycles to prove I am human, and then the import occurred. Then, crucially, I had to "allow" Edge to look for other devices on the network. I would not normally have wanted to do that, the message is terrible. It should say "you must allow this in order for the import to work properly".

Anyway, when I allowed it and then closed the browser window Turbo Tax now shows the imported 1099s from Etrade. 

Very poor implementation in my opinion. But I got it to work.

Thanks to all the folks that suggested doing this.

[tashkerm]

The vanguard solution does indeed work for the E*Trade problem. But since the local access setting was most easily followed in Edge, I changed up using Chrome for the download to Edge, just for this particular instance. Works fine.