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Employee
February 13, 2023
Question

"E Trade Securities: 1099 forms not avaialble for user" Huh????

  • February 13, 2023
  • 38 replies
  • 0 views

TY 2022 1099 forms have been available on the E Trade site since 2-10-23.

Message in TurboTax stated E Trade 1099 would not be available for download until 2-12-23.

On 2-12-23 message in TurboTax stated E Trade 1099 download would not be available until after 1PM on 2-13-23.

At 4PM on 2-13-23 message on TurboTax states "E Trade Securities: 1099 forms not available for user".

 

I have used TT and E Trade for over 20 years and never had this problem.

What in the world does this mean? Does this mean they will NEVER be available? If so, why not state that? Are there no solutions?

    38 replies

    February 16, 2023

    This morning I was able to successfully import my E*Trade 1099 forms into TurboTax.

     

    Thanks all !!

    Employee
    February 16, 2023

    Program updated this morning and was seemingly able to download all E Trade docs.

    So far, so good.

    Thanks TT.

    February 16, 2023

    Can confirm, works like a charm now.

    February 16, 2023

    My update appears to have stalled at 47%.  Maybe 6 million people are trying to download the update at the same time.  I will let it run.  Network load and CPU load show that something is going on, however slowly.  I have been at 47% for around 10 min.

     

    Edit:  Restarted the computer and tried again.  Dreadfully slow (I have a good connection) but it finished.

               Cost basis were not entered automatically.  Manually entry was not a big deal, but weird.

    February 16, 2023

    Mine is still unsuccessful. I followed all the instructions provided by both parties, and if my internet connection was the issue, I wouldn't be able to post this. I'm using the Desktop version. 

    Which version are you guys using?

    February 16, 2023

    Also using the desktop version - Premiere. Worked for me earlier today, finally.

    February 16, 2023

    TT installed a program update today.  The Etrade 1099 import worked fine!  Finally!

    Thanks to those who took the trouble to contact TT and Etrade on this issue.

    February 16, 2023

    Add to today, February 16 the import worked like a true!

    Employee
    February 17, 2023

    HEADS UP

     

    If you traded any SPX/NDQ/RUT options that are

    "Regulated Futures Contracts, Foreign Currency Contracts, and Section 1256 Option Contracts"

    (will be on bottom left of PDF Page 3)

     

    They did not come across in the TT import.  I reached out to E-Trade, no reply yet.

    February 17, 2023

    If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.

     

    Please see this Help Article for important information, such as import instructions. 

     

    If you need additional assistance, please feel free to contact Customer Support so you can speak with someone who can assist you. 

    @yet_another_chris 

     

    Thank you for the update! 

    @user385067063 
     

    February 17, 2023

    Still not working for me. I keep getting the following error on multiple browsers and in Incognito Mode:

     

    Something unexpected happened.
    Try again in a few hours. (101)

    This is pretty inconvenient as E*TRADE is the only outstanding item that's pending.

    Employee
    February 17, 2023

    Apparently BAD news. The download from E Trade seemingly worked but it is either incomplete or something else that I am missing is happening.

     

    1. The 1099-INT from E Trade is NOT downloading and is seemingly not among the downloads available from E Trade as indicated by TurboTax.  Those forms ARE available on the E Trade site.

     

    2. The 1099-R form is NOT downloading and is seemingly not among the downloads available from E Trade as indicated by Turbo Tax. Those forms ARE available on the E Trade site.

     

    Maybe this is just happening to me. However, the inconvenience/convenience ratio is worsening this year and if I have to cross check downloads, download forms and re-check and fill Turbo Tax myself then the TT advantage starts to disappear.

     

    February 17, 2023

    I used TurboTax to download a 1099-B Consolidated which includes interest info from the brokerage account. I also had a 1099-INT for a savings account which i did not download. A 1099-INT is easy enough to type in yourself, 1099-B - not so much. I would think a 1099-R is also easy enough to type in yourself. There's a thing on TurboTax to add in multiple 1099-INTs with the "Add Interest Income" button in the 1099-INT section of income.

    Employee
    February 17, 2023

    I agree it is easy enough to type in info. But is that good a reason why TT should not include it in their downloads? And why only from E Trade? I have other brokerage accounts that included the info in their downloads.

    March 5, 2023

    When trying to import from E*TRADE Securities, I'm still receiving "1099 forms not available for user" today.  I'm using the downloaded Windows application.

     

    Update:  I just called Intuit support and heard that this is a known issue, and they don't have an ETA on its fix.  They're also not sure whether it's a problem with their system, or E*Trade's system.  I had myself added to a list of people impacted by this, so maybe I'll hear back from them about it some day.

    March 11, 2023

    Same problem here, says 1099 not available for user, even though they were issued about a month ago. Called customer service again, they recommend waiting another week, which I highly doubt that will make any difference.   Time to change tax software to something that just works, after years of using turbo and having this issue with Etrade constantly it seems.

    February 26, 2024

    I have the same issue 2-26. I disabled 2 step and still no help