I just tried 2 different MS StockPlan Connect accounts and it had the same result as last year. The IBM one successfully imported but the Cisco account failed. I imported successfully for 2018 but has failed 2019 and 2020 tax years.
Last year I changed my userid and password to eliminate special characters in the password based on the recommendations but it still failed. This was prior to trying my IBM account. This works with a special character in the password. Neither account has MFA enabled.
Not sure if everyone on here is Cisco but over the past year I've received messages from Morgan Stanley to convert to a Morgan Stanley Access Direct account for my Cisco account. I remember in the past that during login mid-year 2020 that it intercepted login for account conversion. In late 2020 I got another email to convert again. I just tried logging in via a different browser and it appears that for my Cisco Account after login doesn't go to the account page but brings a page that has the following and won't let me continue past without converting to the new account. My main browser must have a cookie that allows me into my account. I wonder if this is the issue with TT when it logs in it gets to this screen and can't get further to get the tax info.
In order to access your stock plan online, starting December 16, 2020, you must have an Access Direct account. The account opening process is quick and easy.
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What you can expect
After you open your account, your assets will be transferred from your limited purpose brokerage account into your new Access Direct account. We will send you a notification about the asset transfer and close your old account.
With $0 commission for online stock and ETF trades and no annual maintenance fee or account minimums, it’s never been easier to put your stock proceeds to work."
