importing 1099-consolidate from eTrade

Forum|Forum|3 years ago
February 12, 2023
7 replies
0 views

etrade has made 1009s available. I can see my 1099-consolidated but when I go to import in turbo tax it saying there isn't any tax related info to import. can you import a consolidated 1099 from eTrade? they list 1099-B, 1099-DIV, 1099-INT, 1099-MISC, and 1099-OID.. seems I used to be able to import a consolidated 1099.

MichelleLO

Level 15

Please see the below TurboTax FAQ for information on when you will be able to import your consolidated tax statement.

When will I be able to import my 1099?

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maytonh

Level 3

Your answer really does not help much. The article you link us to says " If your forms aren't ready yet in TurboTax, we'll tell when to expect them." Previously, until today, when I attempted to import E*TRADE 1099s TurboTax would present a screen to me informing me of dates forms should be available. Today TurboTax takes me directly to a screen asking me to log into me E*TRADE account. I do that, and receive the error message "1099 Forms not available." No additional information is provided. Like the original poster, I can see the documents in the E*TRADE tax center. I understand perhaps they are not available for download, but would like to know when they will be available for download.

kgalusha

Level 3

I have the same issue and same messages in Turbo tax for my E*Trade 1099s

okaneplease

Level 4

I have the same issues listed in this post and a similar complaint about TurboTax. I've come to learn over the years that the so-called "Employee TurboTax Specialists" basically specialize in not answering questions directly, usually referencing to the same unhelpful article time and time again, as has happened again here. I had a live chat conversation two days ago with someone from eTrade who said that successful importing should begin by 2/15, so hopefully we'll see such success in the next 24 hours. I'm not sure whether the issue is with eTrade or TurboTax, but sad that TurboTax doesn't provide helpful information.

Gerardv1

Level 2

I have the same problem importing my 1099 form. I tried all the suggestions, but none worked.

I received an email this morning FEB 15,2022 from E*trade that my forms were ready to download.

I tried to download them but got the same message "forms not available for user". I called E*trade

[phone number removed] and spoke to someone but they didn't seem to have a solution.

maytonh

Level 3

Yep, I tried again this morning as well.

Another failed attempt

Ajimmy19

Level 3

Etrade becomes part of Morgan Stanley. Now choose Morgan Stanley instead of Etrade. Diff I-TIN too

okaneplease

Level 4

A good idea... that doesn't work, @Ajimmy19 . Current login credentials still work at the old eTrade website. Using either of the two available Morgan Stanley options are dead-ends, unless you know a trick I'm overlooking.

kgalusha

Level 3

neither MS Wealth Management nor MS Stock plan selections work. I have both my Morgan Stanley accounts from my former employer linked to my E*Trade account and even after enabling 3rd party access on the Morgan Stanley site, there is still no joy for Etrade 1099s. Morgan Stanley 1099s won't be available until March.

KFNABITY

Level 2

I get the same message "Forms not available to user" when I try to import 1099s from E*Trade. The 1099s are out on E*Trade, but I don't want to manually enter them. I pay Turbo Tax to do it. Turbo Tax, please contact E*Trade and fix the issue. The 1099s are there in E*Trade, but you aren't allowing us to import them. Please fix ASAP!!!