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unable to automatically pull tax forms into trade

Etrade unable to pull tax forms automatically
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MonikaK1
Employee Tax Expert

unable to automatically pull tax forms into trade

If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2025.

 

E*TRADE Bank and E*TRADE Securities are listed partners.

 

Check here for updates to the Help Article with this information.

 

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