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Get your taxes done using TurboTax
It is now Feburary 19, 2023. I have the same issue.
My Turbo Tax Case number is: [phone number removed]
Morgan Stanley Wealth Management says, my credentials are good and that my account is enabled for third party import (via Turbo Tax). I have tried bogus credential and verified credentials. Either set of credential yields that same respose from Turbo Tax:
For the basic user, having to fill in actual tax forms via Turbo Tax is not acceptable when you have a complex financial relationship with a broker. Cost Basis, cover ed vs non-covered cost sis, taxed and tax exempt interest, exchanges. Since the basic person is not a tax consultant we are not qualified to do this. That is why we use Turbo Tax. Right now, I cannot trust Turbo Tax or my self to file my return without the import process. I have been using Turbo Tax since 1995. I have imported documents from Morgan Stanley for each of the past years.
What is Turbo Tax offering users that cannot import? A resolution... Not so far. A refund at least if not?