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

[moandbrit]

My internet connection is fine. I have verified third party access is enabled on e*trade. My username and password for e*trade is correct.

[M-MTax]

My 1099s are already available there.

Are you certain about that?:

E*TRADE combines all applicable Forms 1099 into one Consolidated Tax Statement, which will be available to you as outlined below:
If your account is enrolled in eDelivery: Available online on or around March 7.*
If your account is not enrolled in eDelivery: Mailed on or around March 7.*
* Dates subject to change

[moandbrit]

Yes, I received an email yesterday my consolidated 1099 was ready from e*trade and I downloaded it this morning.  The import functionality instead of manual entry is the whole reason I use Turbotax.

[VolvoGirl · Accepted solution]

The pdf form you see online is not the file that is imported.  They have to make the special import files available to Turbo Tax.  Import files always take longer.

[brucewonder]

I can import my 1099b from Etrade, but its missing all the cost basis when trying trying to finishing thee return. Seems like Turbotax isn't accounting for the cost basis somehow and making you re-enter all of them. Mine failed thee smart check. Same issue happen last year with the 1099b missing the N-code or something. Just wondering if its the same this year.

[Kenneth Global · Accepted solution]

Mine were available February 7, 2025.

[haidongc]

I have the same issue here. 

[domrany]

Mine says to contact Etrade!
I'm unsure if this is related to something not being enabled or what!
I have entered my password correctly, twice. I'm using the same password to login to Etrade, successfully (Of course with OTP on top)

[MarilynG1]

Yes, importing from E*Trade is available.

If you're using TurboTax Online, be sure to clear your  Cache and Cookies between attempts.

When you type in E*Trade on the bank name, double-click on E*Trade from Morgan Stanley in the search results below. 

You should then get a Sign In link.  Make sure you checked your broker account to be sure you enabled 'third party sharing'.

@domrany 

[M-MTax]

This happens every year, with E*Trade, Merrill, and others. 

The PDFs are available on the brokers' web sites before they make the 1099-B data available for import into tax preparation programs.

[domrany]

Thanks for the reply.
I am using a standalone installation, not the web app.
Etrade security option is already enabled since I filled tax the same way last year.

[Kenneth Global]

You may need to enable third-party data sharing.

[domrany]

Turned out my password was to complex and had something in it that TurboTax doesn't like!
I have already changed it, so I post it here for reference: Ne!r-c8os#O_r5C!8vE9
With the new password, it worked!

[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