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Get your taxes done using TurboTax
Using TT Deluxe 2022, select Morgan Stanley Wealth Management for the import. Entered SS, user, and password. Receive message that one of those was incorrect; didn't connect successfully to Morgan Stanley. Tried a couple times, same result.
After searching internet, found that I need to enable "Third Party Data Sharing" within my Morgan Stanley account. Went to "Profile + Settings" for my user, then under "Login + Security", selected Security Center. Under "Third party data sharing", it was Disabled. After change to Enabled, went back to TT and the import went through successfully.
‎April 2, 2023
1:03 PM