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March 13, 2025
Question

Download from ETrade

  • March 13, 2025
  • 1 reply
  • 0 views

Am not able to download E-Trade Morgan Stanley 1099 data. There is no setting in my profile that allows me to give permission sending info to Turbo the 1099 to Turbotax.

    1 reply

    March 19, 2025

    Do you get to the Sign In screen for Morgan Stanley?  Do you get an error message?  The profile setting to allow 'third party sharing' is in your broker profile settings.  If you can give more info, we'll try to help.  Be sure to double-click on the right account in the search results.  You can also try disabling your anti-virus programs.  Here's How to Turn Off Anti-Virus Programs

     

     

    @Dashir