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doug6
New Member

Why can't I import stock sales from E*Trade ? I verified my user name and password, E*Trade has my forms and I have good connectivity. Is the Turbo Tax system broken?

 
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Why can't I import stock sales from E*Trade ? I verified my user name and password, E*Trade has my forms and I have good connectivity. Is the Turbo Tax system broken?

Amounts larger than 9,999,999.99 will not import. Be sure that you review your imported data carefully.

 ? 1099-OID and 1099-INT – Market Discount is not supported for import. You will need to manually enter.

 ? 1099-B – Regulated Futures Contracts, Foreign Currency Contracts and Section 1256 Option Contracts are not supported for import.

 ? You can import up to 2,100 transactions using a desktop version of TurboTax and 500 transactions using TurboTax Online.

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3 Replies

Why can't I import stock sales from E*Trade ? I verified my user name and password, E*Trade has my forms and I have good connectivity. Is the Turbo Tax system broken?

Active trader with hundreds of trades?. Online system has limitations.in number of transactions that can be imported.
doug6
New Member

Why can't I import stock sales from E*Trade ? I verified my user name and password, E*Trade has my forms and I have good connectivity. Is the Turbo Tax system broken?

Any idea what the limitations are any why they market this as a selling point for TT Premier, which is what I’m using (and why it worked last year and not this year and I had a ton of trades last year too , and it imported no problem last year)

Why can't I import stock sales from E*Trade ? I verified my user name and password, E*Trade has my forms and I have good connectivity. Is the Turbo Tax system broken?

Amounts larger than 9,999,999.99 will not import. Be sure that you review your imported data carefully.

 ? 1099-OID and 1099-INT – Market Discount is not supported for import. You will need to manually enter.

 ? 1099-B – Regulated Futures Contracts, Foreign Currency Contracts and Section 1256 Option Contracts are not supported for import.

 ? You can import up to 2,100 transactions using a desktop version of TurboTax and 500 transactions using TurboTax Online.

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