- Open your TurboTax account and select "Documents" from the menu.
- Hit "Add tax docs" to start importing files.
- Choose "Import" from the menu as a way to add your docs.
- Select “Investments/ Savings” from the available information.
- Choose "E*TRADE from Morgan Stanley" from the list.
- Enter your E*TRADE credentials.
- Hit "Sign in" and TurboTax will automatically import your tax forms.
How to Import E*TRADE to TurboTax
Try this guided demo to learn how to import e*TRADE to TurboTax.
📌 Why this matters
Importing your E*TRADE data directly eliminates hours of manual entry and reduces costly transcription errors that could trigger IRS audits. Beyond convenience, this integration captures complex investment details like wash sale adjustments, cost basis calculations, and dividend classifications that are nearly impossible to track manually. Your brokerage calculates these figures using sophisticated algorithms throughout the year, and importing preserves this precision. Manual entry often misses these nuances, potentially costing you legitimate deductions or creating compliance issues you won't discover until much later.
Your product deserves an interactive demo
