Importing 1099-DIV, INT etc from Morgan Stanley Wealth Mgmt does not work

[tonyt42]

I can successfully import our 1099-R data but not DIV, INT, OID etc.

I have enabled "shared" at MS evidenced by the fact that 1099-R data is able to be imported.

Suggestions?

[LindaS5247]

You can try logging out of your program and  clear your cache and cookies.  ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

You may also try using another browser.

Make sure your transactions aren't going over the TurboTax limits:

• Both TurboTax Online and TurboTax Desktop are able to support up to 10,000 of any combination of transactions and imports.
• TurboTax Online can support up to 4,000 non-covered transactions (items such as options or cryptocurrency that aren't reported to the IRS).
• The import file size is limited to 4MB.

If your transaction numbers are getting close to these limits, it can cause the system to lag or time out. If this happens, you may need to clear your return and start over. Then try entering the sales section totals into TurboTax, rather than entering individual sales. If you still encounter issues, you may need to switch to TurboTax Desktop to continue your return.

You can enter your Form 1099-DIV and INT manually if necessary. You can do this as follows:

You can enter your Form 1099-INT into TurboTax as follows:

1. Click on "Search" at the upper right of your screen.
2. Enter "1099-INT"
3. Select "Jump to 1099-INT"
4. Answer "Yes" to "Did you have investment income in 2024?"
5. Select "Skip Import" on the screen that asks "Let Us Enter Your Bank and Brokerage Tax Documents"
6. Select the box that says "Interest 1099-INT" (the box will turn green with a checkmark on it)
7. And "Continue"
8. Enter your 1099-INT information and select "Continue"
9. Answer the follow-up screens about your interest

It will be the same to enter your Form 1099-DIV. You will just switch the INT for DIV and select Dividend income instead of Interest Income.

Click here for How Do I View and Delete Forms in TurboTax Online

Click here for "How to Delete Forms in TurboTax Desktop

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

Click here for information on entering a Form 1099-INT.

Click here for "What if I can't import my 1099?"

If you have additional information or questions regarding this, please return to Community and we would be glad to help.

[tonyt42]

Why would our 1099-R import but not the other data?

Is it possible MS has not actually made the data available for download even though the file copy is available?

[LindaS5247]

It is possible. I have seen something similar in a post earlier in the season. I don't remember which brokerage firm it was.  You may be able to call them and ask if the document was made available for importing.

 I found a few more troubleshooting tips for you. I hope they help.

Here are some troubleshooting tips for importing:

• Sign in to your brokerage account and confirm you have enabled third-party access to your account information.
• Change your password for your online brokerage account, then sign back in to TurboTax and start the import process again using your new password.
• Double-check that you're entering the right credentials on the import screen. Depending on your institution, you could be asked to enter any combination of username and password, fund number, account number, or document ID number.
• Check with your brokerage to see if you need to be enrolled in online access in order to import.
• If you're using TurboTax Desktop, make sure your program is up to date.
• When signing in to your brokerage account from TurboTax, try entering two extra characters at the end of the password, then delete the extra characters and press enter.

You can also try Troubleshoot TurboTax Desktop for Windows issues.

If you cannot import, you can always enter your Forms 1099 manually.

If you have additional information or questions regarding this, please return to Community and we would be glad to help.