How do I re-import my E*TRADE from Morgan Stanley Form 1099-B in TurboTax?
by TurboTax•66• Updated 1 month ago
Some TurboTax customers who are also E*TRADE from Morgan Stanley account holders may have received incomplete or inaccurate data through their 1099-B import.
To ensure your return is not impacted, if you imported your Form 1099-B between February 17, 2024, and February 22, 2024, delete the form and re-import it if you see any errors flagged by the originally imported forms in TurboTax up through and including e-file.
We expect 1099-B import to be open again with E*TRADE from Morgan Stanley by Monday, February 26, 2024.
If you need to import your 1099-B again, follow these steps:
- Open or continue your return.
- Go to Tax Home, then Wages & Income, and select Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
- In Your investment sales summary, select the trash can icon next to any E*TRADE accounts that were imported.
Note: You do not need to delete any forms that you manually entered. Delete only forms you imported from accounts using your E*TRADE sign-in credentials. - Select Yes when asked if you are sure you want to delete.
- Repeat steps 1 through 3 to navigate back to Stocks, Cryptocurrency, Mutual Funds, Bonds, Other if you do not already see it.
- If you see Did you sell any of these investments in 2023?, select Yes. If you see Your investment summary, select Add more sales.
- Select Stocks, Bonds, Mutual Funds and Continue.
- Type E*TRADE in the search box, select the appropriate financial institution (E*TRADE from Morgan Stanley), and choose Continue.
- Enter Your E*TRADE credentials to sign in, and follow the remaining screens to re-import your 1099-B forms. If you made adjustments after your original import, you will need to re-enter those as well.
More like this