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Some E*Trade accounts are importing properly, others are not

Forum|Forum|3 years ago
February 14, 2023
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I have 7 accounts in E*Trade (5 custodial accounts for grandkids, a "college fund" and a general investment account. Three of the custodial accounts are importing properly but the remaining 4 accounts are not being imported. I experienced a similar situation with Fidelity. I have 2 accounts; one imported properly, and the other did not. Any suggestions? I typed in the missing Fidelity account but have no interest in manually entering all of the data from 4 different E*Trade accounts.

Best answer by Anonymous_

See When will I be able to import my 1099? (intuit.com)

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, 2023. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2023. 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, 2023.

However, this isn't a guarantee. Even if you already got your 1099-B or 1099-MISC in the mail, your institution might not have it ready for import until early March or even later. If your forms aren't ready yet in TurboTax, we'll tell when to expect them.

A

Anonymous_Answer

Employee

See When will I be able to import my 1099? (intuit.com)

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, 2023. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2023. 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, 2023.

However, this isn't a guarantee. Even if you already got your 1099-B or 1099-MISC in the mail, your institution might not have it ready for import until early March or even later. If your forms aren't ready yet in TurboTax, we'll tell when to expect them.