Importing etrade is not working. E*Trade from Morgan Stanley: 1099 forms unavailable for user

[CatinaT1]

What happens if you change your password for ETrade (or Morgan Stanley)? Sometimes TurboTax doesn't like some symbols in passwords and I have seen this work for others. Try that and let me know if that works.

@mercjam @hyperkik @ samehere

[WB4GMH]

Didn’t work for me but thanks for the suggestions

[mercjam]

Unfortunately, there are some transactions in non covered so need to now mail the IRS the entire 1099B of 84 pages.

[samehere]

Update today the import worked for etrade for me, so somebody must have fixed something.

[mercjam]

Just tried again.  Nothing.  Says establishing secure connection and then stops.  

Worse than yesterday when I was able to see 1099INT and 1099DIV forms for multiple accounts.

Today, nothing at all showing.

I believe TurboTax does updates on Thursdays.  

[CatinaT1]

I just came across this from another user: What fixed it for me was a security setting under Windows Settings, Network & Internet, Advanced Network Settings, Internet Options, Security tab. Mine had defaulted to a Medium High security zone. I changed it to Medium and that fixed it.

Sorry to have you keep trying things, but I'm trying to find solutions. Can you let me know if this works @mercjam?

[mercjam]

Thanks for providing suggestions.  I use desktop version on a Mac.

Didn't have issue with CharlesSchwab accounts, only Etrade.

However, Etrade technical customer service insists it is not their problem and is a TT software issue.  

TT customer service insists nothing wrong with the software, need to wait as the download file connection is not available the same time that I can manually download the forms from Etrade's website, and need to give it a few days.  

Thanks again for ideas though!

@CatinaT1 

[hyperkik]

@CatinaT1 that didn't work for me either.  I am in the same boat as @mercjam 

I even tried using my phone as an internet connection since someone else posted that worked for them.  I don't think it's a firewall issue.

1099-Consolidated showed up Wednesday.  Hoping it would work in a couple of days but it's been a couple of days now and still nothing.

[baldietax]

@mercjam if you enter any sales with adjustments (wash sales, AMD etc) or noncovered as "one by one" with the detail it will generate Form 8949 and no mailing of your 1099-B should be needed.  Reduce your summary entries by the corresponding amounts and remove any adjustment codes and it will all be consolidated on Schedule D.  If you don't have many of these sales requiring the detail then you should be able to manually input your 1099-B very quickly and without mailing anything.

[mercjam]

@baldietax Thank you, good suggestion.  However most of the transactions do have adjustments.

Will just print and mail the 1099B and hope it does not get lost.

Thanks all for your ideas.  Maybe TurboTax will fix the issue before next year.

[mmdz]

I'm on mac standalone, "establishing secure connection" and nothing. Not even an error message. Imports from other companies worked, no suggestions from this thread worked so far - I even changed my password etc.
Hoping for an update from TT.

[hyperkik]

I am also hoping for some sort of update.  It's probably E*trade we are waiting on but would sure be nice if our friends at TurboTax could help confirm this?

[Jamie5455]

did u ever get yours to work?  it's 3/15 and i'm getting the same thing that my user id is wrong?

[samehere]

Yes Mine started working, I think last Sunday. You might try right click on turbo tax icon and select Run as administrator when you start the program.

[BrittanyS]

Our developers are looking into import issues.  Northwest Mutual and Golden Sachs import should work now.  

@hyperkik