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Get your taxes done using TurboTax
This all started when Morgan Stanley Stockplan Connect started migrating accounts. At first Cisco and I think Apple was migrated and these migrated accounts didn't work but my wife's for IBM still worked. I have transferred my Cisco and IBM shares. This year is my last tax year with Stockplan connect. There were messages on it stating that they had migrated the account and there may be consolidated or separate 1099-B/1099-DIV depending on when you sold stock. I tried the download and of course it didn't work in the new format and got the general error. I thought the previous message from the previous years were unhelpful this is even less. Not sure why MS Stockplan would have to make modifications to this. My guess is that they are the ones who changed their end but you would think they could work together to work with both type of accounts. Of course each points the finger at the other and the customers are left manual entering. Glad I'm done with this after this year.