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Get your taxes done using TurboTax
I have the same question - with my employer it is Stock Plan Connect. I see Morgan Stanley StockPlan Connect listed in the Turbo Tax Partners list (https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/... but the import function does not seem to be in at least the Desktop version of TurboTax 2023. Can someone please advise? This would be for both 1099 DIV and 1099-B data.
‎February 17, 2024
11:48 AM