topic Unable to login to Morgan Stanley at Work to import tax forms in Get your taxes done using TurboTax

Unable to login to Morgan Stanley at Work to import tax forms

yuripavlenko — Sun, 01 Mar 2026 00:38:30 GMT

The login window pops up - I enter the correct info, and get the response "not recognized". What I see is that the URL is not pointing to morganstanley.com, it is some other SSO. Did I just leak my password? Thankfully I have 2FA enabled....

So, what to do? This is the only reason I am paying for Premier edition, to get my tax forms from stock managers.

Re: Unable to login to Morgan Stanley at Work to import tax forms

CatinaT1 — Mon, 02 Mar 2026 16:48:37 GMT

Helpful TurboTax Articles:

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Re: Unable to login to Morgan Stanley at Work to import tax forms

yuripavlenko — Mon, 02 Mar 2026 18:10:32 GMT

Did you even read the question? Your response is useless.

Re: Unable to login to Morgan Stanley at Work to import tax forms

CatinaT1 — Mon, 02 Mar 2026 18:34:28 GMT

The log in window should be from Morgan Stanley I would assume unless they use a 3rd Party to make the information for import available. Please refer to the links I provided to troubleshoot the issue you are receiving. We can not see your screen so it's hard for us to determine what experience you had.