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Turbo tax home and business will not import 1099's from brokerage house

Spoke to Etrade and they said that all of their 1099's are available to import and download
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12 Replies

Turbo tax home and business will not import 1099's from brokerage house

I agree. This is still not fixed in TurboTax Home & Business.

 

This needs to be fixed!!

CassLO
Intuit Alumni

Turbo tax home and business will not import 1099's from brokerage house

It appears Etrade said that all of their 1099's are now available to import and download. Please see the following link: Etrade 1099's

@wkc643129 

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Turbo tax home and business will not import 1099's from brokerage house

This is not fixed. I believe this is a TurboTax issue and not an E*Trade issue. TurboTax needs to verify that all E*Trade import will work on their programs.

Turbo tax home and business will not import 1099's from brokerage house

Has anyone been able to import today?  Chatted with E*Trade and they said we couldn't import till tomorrow - the 16th. 

Turbo tax home and business will not import 1099's from brokerage house

its not working since few years now. So, not sure it will work but i can wait a day to see if they fixed it.

Turbo tax home and business will not import 1099's from brokerage house

I only had success importing multiple 1099-DIV; there were no imported data for 1099-B (stock transactions) today.  I guess I will also wait to see if import has the stock sale information tomorrow.   One uses the same E*Trade - Morgan Stanley account access credentials for all accounts.  Like others, I pay TT, so that downloads automatically and hopefully accurately reflect all my transactions.   I'm not desiring to enter all manually to many others.

Turbo tax home and business will not import 1099's from brokerage house

I had no issue accessing the stock transactions and 1099-B online the ETrade MS website.   I was able to download the 'paper' copy with all the detail.   Hopefully just a system delay and all will be working tomorrow.

Turbo tax home and business will not import 1099's from brokerage house

This seems to be fixed now. I was able to import from Etrade today.

Turbo tax home and business will not import 1099's from brokerage house

On Feb 16th there was an update from Turbo tax and after that I was able to import from Etrade..

Turbo tax home and business will not import 1099's from brokerage house

I am able to import E*Trade documents but TurboTax doesn't do it correctly, namely the cost basis is blank but my E*Trade document shows a value.

Turbo tax home and business will not import 1099's from brokerage house

I'm sure the download issue I have is a TurboTax problem as most of the data is there except for cost basis.

CarissaM
Intuit Alumni

Turbo tax home and business will not import 1099's from brokerage house

Which version of Turbo Tax are you using? @jenningse 

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