MacOS desktop, Premier, 10+ yr user. I was able to get a Morgan Stanley import to work for my tax documents, first time. When I went to import my wife's documents, got the beep; many attempts always the same. So, started a new return for my wife, the file import worked; tried to import my documents into the new file, beep! For this year's version, my theory is you only get one import per institution!; previous versions no issues. TT help desk said I "...need to delete my cookies...", which makes no sense for the desktop version.
So, now I have two returns, same year I need to merge, but TT does does not export or allow a "Save As" .txf file formats (an industry standard); "Save As" appears under File if you, under Help, search "Save As", follow the Big Blue Arrow, click Save As, but no option provided to save a .txf file format. Google search provided me that non-starter "solution".
One thing we had to do on the Morgan Stanley side was disable and reenable Third Party sharing under Security Settings. That solved an original issue to access my Wife's tax documents. Thank you to the MS help desk.
So at least I have completed 1099 related tax forms (wife's) to hand jam into our joint return. That is unless Intuit determines this Import broke is MAJOR and provides a fix in the next couple of weeks.
