I have been importing tax forms (1099-B etc.) and records from Morgan Stanley (MS) for many years. For 2021 taxes I am able to connect from TurboTax Premier to the MSWeb site, and the import process seems to complete... but there is no data. I have looked on the MS Website and the forms are available. I have tried this import from several of the income topics: Investment Income (1099-B etc.), 1099-DIV, 1099-INC, etc.
At some point I am shown a screen I haven't seen in the past, below.
When I enter "Morgan Stanley" and the account number, it accepts that, as shown:
But when I click Continue, it goes back to the previous screen, with the fields blank , and I can't proceed.
Theoretically I could enter all the information manually, but that would be horrendous, scores of lines on individual sales for Form 8949, etc. TurboTax doesn't seem to allow us to communicate with technical support staff, or am I missing something? Any advice would be greatly appreciated.
