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Get your taxes done using TurboTax
Agreeing with others here... it looks like stock sales after Morgan Stanley updated account numbers (September-ish?) were incorrectly marked by Morgan Stanley as note "N" - meaning for Nominee. This "N" will appear on your form 8949 Part I, Line 1, column f. While filling in a 0 in column g will remove the error in turbotax, I think the IRS will get confused. So I would suggest waiting for MS to fix it, or enter your transactions manually if you need to - yecch, but at least your entries will be consistent with the printed 1099-B form.
‎February 18, 2024
2:01 PM