How to Import E*TRADE to TurboTax

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Here’s how to import your E*TRADE data into TurboTax step by step:

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1. Open your TurboTax account and select "Documents" from the menu.
2. Hit "Add tax docs" to start importing files.
3. Choose "Import" from the menu as a way to add your docs.
4. Select “Investments/ Savings” from the available information.
5. Choose "E*TRADE from Morgan Stanley" from the list.
6. Enter your E*TRADE credentials.
7. Hit "Sign in" and TurboTax will automatically import your tax forms.