Carissa, yours may be bad information. Like many people over the years, I have had no problem with Schwab or others, it is a special problem with Morgan Stanley StockPlan Connect. I wish I'd taken better notes when we figured it out last year, but it had something to do with the fact that access to the information was dependent on both Morgan Stanley and the company whose stock plan is involved. They handcrafted a solution that worked and I suppose it will happen again this year. It is sad that this has been a community topic for years now and nothing has been done to resolve it or warn customers about it. Usually Turbotax is great at improving performance each year,
Jonathan
