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Morgan Stanley Stock Plan Connect is on the website's list of 1099 partners but not in Turbotax desktop
Has anyone been able to download both pre-merger and post-merger 1099s from Morgan Stanley and E*Trade? I can only import the post-merger one. More detail...
I have two 1099s. One from Morgan Stanley at Work (old name Stock Plan Connect) and one from E*Trade (recent Morgan Stanley acquisition). I can import my E*Trade 1099 just fine, but I can't find a way to import the pre acquisition Morgan Stanley 1099. "Morgan Stanley Stock Plan Connect" is a partner on Intuit's 1099 partner list web page, but in the desktop software that name does not show up as a partner. So I am unable to import it. Any help is appreciated.
‎February 25, 2024
11:33 AM