I can't import my 1099 from Morgan Stanley this year with Turbotax 2024 Premier. I enter in my login information, and I get a dialog showing "establishing secure connection" for about five seconds, then it disappears and nothing has happened. No error message. I've been importing 1099s from Morgan Stanley for years into Turbotax without any problem until now.
I've already spent an hour on the phone with Turbotax support with no results, and I'm looking for "outside the box" solutions so am trying some seemingly nutty things. Here's what I tried.
I loaded Turbotax 2023 Premier and was able to download my 2024 1099s just fine. (So it seems the connection problem with TT 2024 is on TT's side and not on Morgan Stanley's side.) Now that I have my 2024 1099s in a TT 2023 tax file, is there a way to import them into TT 2024?
Of course, when I start TT 2024 it asks to import data from last year's tax return, so I pointed it at the TT 2023 file I just made, but this doesn't import the 1099s as 2024 data. It just shows some summary values and says they need to be updated for 2024.
I'm hoping there might be a less obvious way to force TT 2024 to import the actual data from my TT 2023 file which contains my 2024 1099s. Any ideas?
