@j_s_austin wrote:
I have the same issue. It use to work last year but not this year.
Having heard that the password change does not work, I did not bother to try that. Instead, I downloaded the PDF file from Morgan Stanley's website, and uploaded to TT to avoid typing it in manually.
First download your form and save it in your computer. In the "Let's import your tax info" page, click "Choose how I enter my form", then "Upload it from my computer", then drag and drop, or browse and select your tax form, and that is it. I changed the payer to Morgan Stanley Smith Barney, LLC., but I did not have to change anything else. It is not as simple as direct importing, but good enough to avoid typing.
Be sure that your MS account profile allows 3rd party access. Any reject would come from MS. It is probably a different server using the same login as your regular account and just for imports.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
