ErnieS0
Expert Alumni

Get your taxes done using TurboTax

E*Trade Securities is right on the main page.

 

On search, you can add Morgan Stanly Wealth Management and Morgan Stanley StockPlan Connect. If you are not able to import, it means your account is under a different Morgan Stanley entity. In that case, type the info in yourself.

 

To type the info in yourself:

 

  1. Choose Enter a Different Way on the screen "Let's import your tax info"
  2. Select Dividends, then Continue
  3. On "How would you like to upload your 1099-DIV?" choose Type it in myself

@tarbal 

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