topic Morgan Stanley import in Get your taxes done using TurboTax

Morgan Stanley import

tatrovato — Thu, 13 Mar 2025 21:40:42 GMT

As of 3-13-2025 I cannot import 1099 information from Morgan Stanley using my normal Morgan Stanley Online credentials. I have verified with Morgan Stanley support that Third Party Data Sharing is enabled on their end. When attempting to import 1099s from Morgan Stanley, I get an error beep but no error message. I am told by Morgan Stanley support that this is a known issue with TurboTax support. This is a critical issue for me due to the complexity of my 1099s. I use the Home & Biz desktop version on a Mac with the latest version of Sequoia.

Re: Morgan Stanley import

CatinaT1 — Tue, 18 Mar 2025 16:35:51 GMT

Have you disabled any VPN or Anti-Virus?

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

Re: Morgan Stanley import

mirandahobbs — Sun, 30 Mar 2025 17:00:29 GMT

Was this resolved? I am still having this problem!