When will e*trade import be available for 2025 taxes in Turbotax? My 1099s are already available there.

[nicoleqq2005]

I’m using the standalone TurboTax app, and I’m having issues importing my Etrade tax file. It doesn’t give me any error message. Do you happen to know if it could be due to special characters in the password or the password length or two-factor authentication preventing us from signing in? I have reset my password twice, but still no luck.

[MarilynG1]

E*Trade requires you to allow 'third party access'.  Make sure you have done that in your E*Trade Account.

When you type 'E*Trade' in the institution search, double-click on the search result.  This should take you to the E*Trade Sign In page.   If you get that far, what happens next?

If you give some details, we'll try to help.

@nicoleqq2005 

[nicoleqq2005]

@MarilynG1 I have triple-checked that third-party sharing is enabled (and I was able to import my tax data into TurboTax in past years). After entering my username and password, the app loads for a few seconds at “Establishing Secure Connection” and then disappears—no error messages appear.

My account has MFA enabled, though I’m not sure if that’s causing the issue. I’ve tried signing in with both password + VIP Access code and without it, but still no luck.

[MarilynG1]

It's possible the MFA could be affecting your import documents loading.  Have you tried temporarily disabling it?   If you can Sign In to your account outside of TurboTax and get a PDF copy of your 1099's downloaded to your computer, you can make one entry for the totals for 1099-INT/DIV in those sections.

For your 1099-B's, here's How to Enter a Summary in Lieu of Individual Transactions as a workaround if you can't get your import to work. 

The IRS already has copies of all your 1099's, and they actually only need you to report your total Gain/Loss and whether ST/LT on your tax return.  

Here's how to Contact TurboTax Support and also how to do a Manual Update.  

@nicoleqq2005 

[nicoleqq2005]

@MarilynG1

It’s impossible for me to manually enter my tax information since my tax document is over 50 pages long. My TurboTax app is up to date, and I’ve tried importing it from two different macOS laptops, but the issue persists.

Would you be able to check your internal ticketing system to see if anyone else has experienced a similar issue? If so, could you let me know if a solution was found? Thanks.

[CoolStar94]

I have the same issue.  Disabling MFA did not help in my case.  Need some help.  Thanks.

[MarilynG1]

Since we can't see your tax return in this forum, or know your individual computer/system configuration, your best best is to let the techs that can get into your computer help.

With the Summary Method, you only manually enter one line for the totals in each category (which may already be done for you on your broker statement). 

@nicoleqq2005 

@CoolStar94 

[NotTheTaxMan]

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@domrany wrote:

Turned out my password was to complex and had something in it that TurboTax doesn't like!

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Unbelievable, but true! I changed my password temporarily to something simpler and the import worked. Feels like H&R Block is sanitizing the input before it goes to ETrade systems and the import fails. Strange that I don't get a credentials error in this case. Most of the time I see:

Error Code: 500 - We're having some trouble getting your tax form. Please try again later or enter your info manually.

However, on one occasion I saw Error Code: 403 with the same error, but a suggestion to "Skip import and use another upload option."

H&R Block: Please work with ETrade to receive and present a clear failure message!

[nicoleqq2005]

@MarilynG1

I tested this on a Windows 11 computer and was able to import my tax data using a username and password (without needing to disable MFA).

We can conclude that this is a bug in the macOS desktop app, which needs to be fixed by the TurboTax engineering team.

I still can’t complete my tax since that is not my personal computer, and I can’t do my tax there.

Can you please escalate this to your engineering team as soon as possible? Hopefully they can release an update soon.

[hyperkik]

Please help!  I also can't import my E*trade data and get no useful error message.
Too many trades even with the summary method to do it manually.  At FreeTaxUSA I could just upload a PDF.  Do you at least offer that and then you can read the PDF for the data?

[NotTheTaxMan]

"No useful message" may still be something someone else might have run into and resolved, so post the message anyway. Have you tried to simplify your password temporarily for import?

Finally, call E-Trade about a limit on transactions that can affect import into HRBlock.

[Apbk]

Same; my Fidelity import was fine and E*Trade fails to import; every year there's a challenge with their platform I feel.  Clearly it's a TurboTax/Etrade struggle to line things up properly.

[hyperkik]

@NotTheTaxMan by "no useful message" I really mean no message at all.  It just makes a sound and nothing happens.

Before i had 3rd party access on on the E*trade side when I tried to connect it generated an email from ETrade saying I tried to connect but had 3rd party access off, however TurboTax did the same thing -- nothing just beep and not any sort of error message.

Now that I have turned on 3rd party access I get no results when trying to connect other than a noise.  I actually do often see some status for a few seconds first saying it is connecting and it does appear to connect and then nothing.  

[NotTheTaxMan]

@hyperkikThose are helpful details, and all very familiar...been through a similar thing myself, except that I did get an error at the end, either error 500 or 403. Have you tried temporarily changing your Etrade password to eliminate special characters and then trying the import? This is what worked for me.

If your user name has special characters, you may possibly need to change that too.

[hyperkik]

@NotTheTaxMan thank you very much for the help troubleshooting!  Yes, I have tried simplifying my password and it didn't help.  Username has no strange characters.  I also tried connecting through a cell phone connection and making sure all VPNs were off and that didn't help either although it's been a couple of days since I tried that perhaps I should try again.