I too continue to have problems importing 1099 tax data from Morgan Stanley Wealth Management. I've attempted this import every year since 2021 and it always fails with:
"This import was unsuccessful.
There isn't any tax-related info to import right now
No problem - we'll help you enter the information
and continue with your return."
I have called Morgan Stanley and they have confirmed that Third Party Data Sharing is enabled. They see no issue at their end so they think it's a TurboTax issue. For me, it seems unique to Morgan Stanley since I have been successful in importing data from two other financial institutions. Unfortunately, I seem stuck in the middle.
I've disabled my firewalls with no change in this issue. Does anyone have any other ideas? Otherwise, I'll have to enter the data manually which is a real pain.
