@DoninGA wrote:
@Anonymous_ Thanks was unaware of the purchase of E*Trade by Morgan Stanley
@DoninGA There still may be a problem. Last year when Morgan Stanley folded ET into their group, they changed clients' account numbers and, purportedly, for 2023 clients will get two separate 1099-Bs; one before the transition (E*Trade) and another after (Morgan Stanley) - not sure how that's going to work with importing.
