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Level 2

Question

Is anyone else having trouble importing from E*Trade? I keep getting this: Something unexpected happened. Try again in a few hours. (101)

Forum|Forum|5 years ago
February 16, 2021
7 replies
2 views

Edit: finally fixed it. TurboTax has the wrong link for E*Trade. You have to manually copy paste the web address for E*Trade’s login page into TurboTax. If you do that it’ll import correctly.

TurboTax Premier Online

Bryan60

Level 2

I had some issues: (1) 2-factor doesn't need to be added to the password. (2) I logged in a few times to get the import to work.

TerukoL

Level 13

You may need to check your Etrade account to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

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androidmj

Level 2

I'm having this issue. Very frustrating

Cynthiad66

Level 14

Please check with E-trade to determine if they are having an issue downloading. Here are instructions for downloading using TurboTax:

Where do i go to download my E-trade 1099 in turbo tax?

Type import in the search bar and click search.
Click on Jump to import.
Click start/edit/add on 1099-INT or 1099-DIV or Stocks, Mutual Funds, Bonds, Other.
Continue with the onscreen interview and identify your financial institution.
Type in the Online ID and Passcode.

At tax time, you have the option to summarize your transactions by Sales Category.

IRS requires details to be listed on a Form 8949,
or on your other forms (e.g. consolidated 1099-B) which have the same information and in the same manner as Form 8949.
Either way, if you choose to summarize, you have to mail the transaction details to the IRS within three business days of IRS accepting your e-Filed tax return.(unless you have attached a PDF of the transactions details to your e-Filed return. TurboTax does not offer this feature).

Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.

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Related information:

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N7093v

Level 2

Hi Earendil,

I am having the same issue and it is very frustrating. When you say "Manually copy paste the address for the login page and it’ll work" Do you mean to type https://us.etrade.com/e/t/user/login in the search bar?

As I did that it shoed E*TRADE Bank and it still doesn't work.

Could you please elaborate on what exactly you did? Thanks.

Ah yes, that also worked for me. Imported my 1099's. DO NOT SELECT ETRADE, instead provide the URL to etrade. Looks like the ETRADE selection in Turbotax is broken.

h86those7taxes84ever

Level 3

I am having the same issue..

mrafiei22

Level 2

I think the issue is that Turbotax can't handle a large number of transactions.

I ended up entering the numbers (totals) manually.

h86those7taxes84ever

Level 3

Someone else had posted that they imported from e*Trade Bank instead of e*Trade Securities. I tried that and it worked for me. Brought down my 1099-DIV and my 1099-B. All 22 pages...

wolfftg

Level 2

I had a lot of trouble. Instead of typing in Etrade, scroll down through the financial institutions and you will find what you need.

tkeyser

Level 2

I was encountering the same issue and the fix is to use the "E*Trade Securities" option instead of the "from Morgan Stanley" option

flembach

Level 3

What is the threshold for number of trades Etrade can import or that Turbotax can handle? I think this is the issue with the import, not that this is seen on any of the answers. If it's impossible it should be stated. And Intuit needs to add attach pdf capability by next year. This is a known issue for years it seems.

Bryan60

Level 2

10,000 Transactions as of today 03/25/2022 per https://ttlc.intuit.com/community/entering-importing/help/how-[product key removed]actions-can-turbotax-online-handle/00/25644

I tried a few things before my transactions loaded. I had too many transactions to manually input. Finding the "E*trade" selections in the pull-down menu and trying each of them finally got me in.

lwbezanson

Level 2

I had this trouble last year, and again this year. Try clearing your browser of all cookies and caches. I was able to successfully retrieve all my etrade statements after doing this. (Somehow etrade doesn't recognise your credentials if your browser cache contains an etrade login data.

Bryan60

Level 2

I went to my Chrome browser settings, Privacy and Security, and Cleared all my browsing data. I was able to log back into TurboTax and find the 1099-DIV and 1099-B data and upload it. I saw all my 1099-DIV and 1099-B information though I have a PDF of the 1099-Combined (TY 2022-1099+CONSOLIDATED) in my computer. In summary all the fields I needed for my 2022 taxes were filled in by TurboTax and my buys and sells were not. If you don't see all that you need, then you may have to wait until 3/14/2023 Per navigating to the Morgan Stanley Stock Select connection: