topic Morgan Stanley Import Issues in Get your taxes done using TurboTax

Morgan Stanley Import Issues

CA user — Thu, 04 Mar 2021 03:12:32 GMT

Morgan Stanley Stock Plan Connect says invalid username/password. I used the exact same username and password on the website and it worked. I've also changed the password and removed and special characters and still not able to important. Morgan Stanley not access to assist and say's it's a TurboTax issue. This is so frustrating and happened last year as well. I am using TurboTax Premier (loaded on my computer).

Re: Morgan Stanley Import Issues

CarissaM — Tue, 09 Mar 2021 02:36:37 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?