topic Morgan Stanley import issue in Get your taxes done using TurboTax

Morgan Stanley import issue

dougp1122 — Mon, 23 Feb 2026 12:06:37 GMT

I am getting the following message when I try to do an import from Morgan Stanley.

"The import was unsuccessful"

"There isn't any tax related info to import right now...."

I have never had an issue with importing from Morgan Stanley in the past. I have received all the tax documents, so tax info should be ready. Any ideas?

Re: Morgan Stanley import issue

Mike9241 — Mon, 20 Feb 2023 01:50:21 GMT

sometimes servers are down on weekends. try on Monday. if still problems call MS.

Re: Morgan Stanley import issue

KatrinaLO — Mon, 20 Feb 2023 19:23:16 GMT

Please follow the instructions here if you are having trouble importing your 1099.

If you are still unable to import, you can follow the instructions here to enter a large number of stock transactions in Turbo Tax.

@dougp1122

Re: Morgan Stanley import issue

dlawrence — Mon, 20 Feb 2023 19:26:18 GMT

Clear cache and cookies, log out of your TT account then log back in. Log into your Morgan Stanley account then try to import.

Re: Morgan Stanley import issue

dougp1122 — Mon, 20 Feb 2023 22:44:06 GMT

Thank you for all the suggestions. For some reason when I tried just now, it worked. I had tried again earlier in the day and was getting the same issue.