topic How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not prompting me as in the past? in Get your taxes done using TurboTax

How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not prompting me as in the past?

dsperry164 — Tue, 04 Jun 2019 21:01:32 GMT

You can securely import your 1099-B , 1099-DIV , 1099-...

NancyG — Tue, 04 Jun 2019 21:01:33 GMT

You can securely import your 1099-B , 1099-DIV , 1099-INT , 1099-OID , or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program .

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to that section by searching for the 1099 form number in TurboTax and then clicking the Jump to link in the search results.

Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with First National Bank and if you select the "wrong" First National Bank, you won't be able to import.

Related Information:

There is still no prompt for Morgan Stanley Smith Barney...

rob363 — Tue, 04 Jun 2019 21:01:34 GMT

There is still no prompt for Morgan Stanley Smith Barney 1099 for 2017; You help line keeps transferring me to other people in the middle of a sentence. No one will help!
Where is the drop down prompt under 1099 DIV? There is a 'On Demand Tax Guidance' that states [but nothing in drop down]:
Morgan Stanley Smith Barney (former MorganStanley)
You can import these types of documents from Morgan Stanley Smith Barney (former MorganStanley):

- Form 1099-B
- Form 1099-DIV
- Form 1099-INT
- Form 1099-MISC
- Form 1099-OID
- Form 1099-R

To import, you will need the following credentials:

- Morgan Stanley Smith Barney ClientServ Password
- Social Security Number
- Morgan Stanley Smith Barney ClientServ Username

I have always used Turbo Tax to prepare my returns, but t...

nadiaince12 — Tue, 04 Jun 2019 21:01:36 GMT

I have always used Turbo Tax to prepare my returns, but the changes are making preparation too complicated. I am considering changing from Turbo Tax next year.

I am entering my information correctly to import but TT k...

lockmansabino — Tue, 04 Jun 2019 21:01:37 GMT

I am entering my information correctly to import but TT keeps telling me account can't be found. I have signed on while trying to do this so I know my account exists and information is accurate. How can I get help?

It is very possible that the 2017 information has been ta...

xmasbaby0 — Tue, 04 Jun 2019 21:01:39 GMT

It is very possible that the 2017 information has been taken down by the broker this late in the year. You can try calling them during business hours to ask. If it has been made unavailable for import you will have to enter it manually.

Re: It is very possible that the 2017 information has been ta...

jce1 — Sat, 29 Feb 2020 21:17:41 GMT

This option still does not show up in 2019 TT Deluxe. Morgan Stanley Smith Barney (client serv) is not an option. Anyone know how to fix this?

Re: It is very possible that the 2017 information has been ta...

JotikaT2 — Tue, 03 Mar 2020 19:24:30 GMT

It depends.

In order to be able to import your information, Morgan Stanley Smith Barney needs to be a TurboTax Import Partner. The following Morgan Stanley titles do show up as part of the import function. You will need to review your title on your investment forms to see if they match any of the following names.

I have attached a link to those who have partnered with TurboTax and provide the option to import your information, as well as a link to reasons why you may not be able to import this information.

TurboTax Import Partners

Unable to import 1099

If your company is not listed, then you will not be able to utilize the import feature.

Re: How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not prompting me as in the past?

mldennen3401 — Wed, 04 Mar 2020 17:19:58 GMT

how do I import 2019 tax data from Morgan Stanley to my Turbo Tax?

Re: How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not promp...

AmyC — Fri, 06 Mar 2020 02:53:41 GMT

They have not chosen to join our import this year. You can manually enter transactions in 4 groups for the 1099-B. You can do one total for each of the 4 categories:

short term covered
short term non-covered
long term covered
long term non-covered

Re: How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not promp...

smsantella — Sun, 08 Mar 2020 18:05:12 GMT

If that’s the case, they should be removed from the dropdown menu and their logo should be removed from the partners graphic. This is super misleading and I spent way too long trying to debug this.

Re: How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not promp...

Guywilsonjr — Wed, 18 Mar 2020 21:47:43 GMT

Seriously...It needs to be removed from the dropdown. Otherwise the error misleads you to think you entered the username/password wrong

Re: How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not promp...

DavidD66 — Wed, 18 Mar 2020 21:57:35 GMT

Thank you for your feedback.

Re: How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not promp...

JV1984 — Mon, 17 May 2021 04:58:28 GMT

i'll assume no action was taken based on this feedback.

please consider a thumbs down icon for your posts as well

Re: How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not promp...

pkmcdermott13 — Sat, 18 Feb 2023 22:54:46 GMT

Is this still true for the 2022 returns. the import does not work for me.

Re: How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not prompting me as in the past?

waterski63 — Sun, 02 Apr 2023 20:03:47 GMT

Using TT Deluxe 2022, select Morgan Stanley Wealth Management for the import. Entered SS, user, and password. Receive message that one of those was incorrect; didn't connect successfully to Morgan Stanley. Tried a couple times, same result.

After searching internet, found that I need to enable "Third Party Data Sharing" within my Morgan Stanley account. Went to "Profile + Settings" for my user, then under "Login + Security", selected Security Center. Under "Third party data sharing", it was Disabled. After change to Enabled, went back to TT and the import went through successfully.