MarilynG1,
Thanks for the reply. As mentioned earlier in this thread, I have successfully downloaded my 2024 1099 forms into Turbotax Premier 2023, so I am familiar with the process and know which Morgan Stanley source to select. (And yes, I do mean my 2024 1099s into TT 2023.) This also shows that the third-party data sharing feature is enabled at my broker.
-Eric
