Turbotax doesn't import etrade 1099 although it's there

Forum|Forum|3 years ago
February 10, 2023
3 replies
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Turbotax tax Premier

When I imported Etrade, Turbotax said "no documents currently available for import", and the available date is Feb 12.

But when I logged in Etrade I can found the 1099-consolidate is there.

How can I force Turbotax to import it?

Best answer by SantinoD

If you don't want to wait for Feb 12, you can choose to "enter a different way" and enter the Sales section totals from the 1099-Consolidated form you have. I know it sounds scary, but rest assured that TurboTax will guide you along the way and you don't have to enter each transaction.

To get back to the investment income section to enter your 1099-B sales totals, follow the steps below.

Here's where you enter or import your 1099-B in TurboTax:

Open (continue) your return, if you haven't already
Locate the search bar. Search for 1099-B, then select the Jump to link in the search results
Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue
- If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales
When you reach Let's import your tax info, choose how you want to enter your 1099-B:
- To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form
- If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen
On the following screens, answer the questions about your 1099-B
When you reach the Review your sales screen, the form you just entered should be listed
- If you need to add another 1099-B, select Add another sale. Otherwise, Continue

If you can wait, then follow xmasbaby0 instructions

@webster2004

xmasbaby0

Employee

You are probably trying to import too soon. Usually financial institutions have the information online for you to view or print earlier than they have it ready for importing into the tax software. It is often about mid-February before you can import 1099R's, 1099B's , etc.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

webster2004Author

Employee

Thank you.

It seems like Turbotax hardcoded the import date into its software, it even didn't ask my etrade login credentials before telling me "Feb 12".

I will wait.

SantinoDAnswer

To get back to the investment income section to enter your 1099-B sales totals, follow the steps below.

Here's where you enter or import your 1099-B in TurboTax:

Open (continue) your return, if you haven't already
Locate the search bar. Search for 1099-B, then select the Jump to link in the search results
Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue
- If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales
When you reach Let's import your tax info, choose how you want to enter your 1099-B:
- To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form
- If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen
On the following screens, answer the questions about your 1099-B
When you reach the Review your sales screen, the form you just entered should be listed
- If you need to add another 1099-B, select Add another sale. Otherwise, Continue

If you can wait, then follow xmasbaby0 instructions

@webster2004

scfiler

Today is the 13th of Feb and I'm getting the "there isn't any tax related info to import" message even though it's allowing me to enter my log in information. Import was supposed to be available today, but it appears to still not be working.