Many users have issues with importing from brokerages at this time in February. In some cases, only the preliminary statements are ready, in which case you should wait for a final statement to prepare your return.
- According to typical schedules, consolidated 1099 tax statements for the 2025 tax year are released in waves, with the final, corrected forms often available in late February to March 2026.
- Availability Check: You should check your Morgan Stanley Online or E*TRADE account under "Documents" to see if your specific 2025 tax reporting documents have been finalized.
If you are looking to import data for 2025 taxes, be aware that early filings may be subject to correction, particularly if they are released before the final March 2026 deadline.
See this help article for more information about consolidated statements.
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