import multiple "sub" accounts at Morgan Stanley E-Trade

Forum|Forum|3 months ago
February 20, 2026
1 reply
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I have one account at etrade, as in, I log in using my one set of credentials once, and within my account I have multiple separate accounts; a taxable investments account, a traditional IRA and a Roth IRA. As well, there are two taxable accounts that I closed early in 2025. I also did a partial trad IRA to Roth IRA conversion.

When I import my data from Etrade, I only get data from one account, the current taxable investment account. I do not get the data for the previously closed taxable accounts, even though 1099's have been issued for them (as well as a 1099-R for the IRA conversion).

I see no mechanism for specifying the account number when importing; it's just enter credentials, and TT imports just one set of documents.

How do I import all of my relevant documents?

CatinaT1

Level 15

You can not import information from closed accounts.

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anastropheAuthor

Level 4

Okay, good to know, but what about the other account?

CatinaT1

Level 15

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

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