When you're logging into your Morgan Stanley account, are you going there VIA the TurboTax program? You'll select that financial institution from a drop-down menu when you're electing to import in the TT program.
*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***
