topic I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download the forms myself from MSSB, is there a way to upload manually to TurboTax? in Get your taxes done using TurboTax

I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download the forms myself from MSSB, is there a way to upload manually to TurboTax?

alberrisford — Tue, 04 Jun 2019 19:36:06 GMT

There may be an issue with some of the Brokerage import p...

ScottT — Tue, 04 Jun 2019 19:36:08 GMT

There may be an issue with some of the Brokerage import process to TurboTax. However, you will be able to enter the Brokerage information manually in TurboTax. Here are the steps you can follow to enter the information.

Start at the main Tax Home page of your account
Click on Take me to my return
Click on the top right Search icon, then type in the form name. If it is 1099-B, then type in 1099b or 1099div, etc.
A jump link will appear, select the Jump to link, then it will direct you to the page
Select Yes you have the information. Go through each page of the interview screen and fill in the information from your document

[Edited on 03/12/2018 @ 12:46 PM PST]

Please see my updated answer. Thank you!

ScottT — Tue, 04 Jun 2019 19:36:11 GMT

Please see my updated answer. Thank you!

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download the forms myself from MSSB, is there a way to upload manually to TurboTax?

jgrudin — Wed, 13 May 2020 07:55:06 GMT

For at least 3 years the one brokerage account that fails to dowload 1099s is Morgan Stanley Stockplan, which tells me my name and/or password failed. But they are correct, and I changed passwords and it didn't help. It is shocking that this happens year after year. Why does Turbotax list MSS if it never works?

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download the forms myself from MSSB, is there a way to upload manually to TurboTax?

CA user — Thu, 04 Mar 2021 03:06:23 GMT

I had the same issue last year and experiencing the same issue again with Morgan Stanley. This seems to happen every year. I was able to successfully import from Ameritrade and other Institutions.

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download the forms myself from MSSB, is there a way to upload manually to TurboTax?

enriquefox — Sun, 07 Mar 2021 23:09:25 GMT

I cannot import from my stockplanconnect account, and I have verified my username/pwd.

1) Is there a ticket opened for this issue? Any ETA to get this resolved?

2) Please open another ticket to improve your log/error messages. Currently turbotax's error message implies there is problem with my username/pwd which is not the case. Your API's should be able to discern if you were able to login or not. The reason this is useful is that I've seen posts of people wasting their time trying to get this fix when the issue is not even on their end.

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download ...

CarissaM — Sun, 07 Mar 2021 23:22:43 GMT

You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download ...

jgrudin — Mon, 08 Mar 2021 10:06:18 GMT

Carissa, yours may be bad information. Like many people over the years, I have had no problem with Schwab or others, it is a special problem with Morgan Stanley StockPlan Connect. I wish I'd taken better notes when we figured it out last year, but it had something to do with the fact that access to the information was dependent on both Morgan Stanley and the company whose stock plan is involved. They handcrafted a solution that worked and I suppose it will happen again this year. It is sad that this has been a community topic for years now and nothing has been done to resolve it or warn customers about it. Usually Turbotax is great at improving performance each year,
Jonathan

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download the forms myself from MSSB, is there a way to upload manually to TurboTax?

jmsuzuki — Thu, 25 Mar 2021 00:44:45 GMT

Try selecting "J.P. Morgan Funds" It worked for me.

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download the forms myself from MSSB, is there a way to upload manually to TurboTax?

BornInChina — Mon, 17 May 2021 07:47:40 GMT

Selected "JP Morgan Funds", the result is "The user ID entered does not exist..."

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download the forms myself from MSSB, is there a way to upload manually to TurboTax?

fredofernandez — Thu, 03 Mar 2022 21:15:27 GMT

Still happening years later... Intuit support is useless and so is Morgan Stanley Stockplan Connect.

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download ...

LindseyLO — Thu, 03 Mar 2022 21:47:39 GMT

More assistance with entering your information has been provided by clicking here. It will guide you step-by-step with entering manually.

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download the forms myself from MSSB, is there a way to upload manually to TurboTax?

jgrudin — Fri, 04 Mar 2022 02:04:51 GMT

Good luck with this. A few years ago I found someone at MS who explained it and manually did something that enabled me to upload the statement to Turbotax automatically. I've never spent the time to find someone, when it doesn't work I enter it manually. It is amazing that Morgan Stanley hasn't developed a workaround all these years. Their rep calls me up occasionally asking if I'm interested in doing more with them. Of course not.

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download the forms myself from MSSB, is there a way to upload manually to TurboTax?

lebutcher — Thu, 16 Feb 2023 16:19:52 GMT

What a Rip off.

can’t load brokerage acct info from Morgan Stanley. It’s the only reason I buy turbo tax.

I want a refund!

Re: I can't import my forms from Morgan Stanley StockPlanConnect automatically, but can download ...

MoniqueLO_ — Thu, 16 Feb 2023 19:06:01 GMT

Please see this Help Article for important information, such as verifying TurboTax Import Partners and import instructions.

If you would like to inquire about a refund, please feel free to contact Customer Support so they can assist you. You will want to use the keywords billing issues when you call so you get to the right person.

@lebutcher