topic Turbotax cannot import Morgan Stanley StockplanConnect in Get your taxes done using TurboTax

Turbotax cannot import Morgan Stanley StockplanConnect

mousquetaires — Mon, 09 Mar 2026 09:14:03 GMT

Turbotax is having issues importing from Morgan Stanley StockplanConnect.

The error message is "General Error".

Can you look into it? Could NOT get though your very customer-friendly phone barrier to file a ticket.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

Mike9241 — Thu, 03 Mar 2022 18:25:24 GMT

best to contact MS.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

mousquetaires — Thu, 03 Mar 2022 20:19:52 GMT

ALready did. MS claims that it's Turbotax's issue.

Where can I escalate this to the engineer teem? There is no further error message in the response to figure out which part of the integration is wrong.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

EbonyA — Sat, 05 Mar 2022 17:20:31 GMT

Please try calling support again - phone volume could just be very high. In the interim, you may review the following FAQ: Can't import 1099 .

Re: Turbotax cannot import Morgan Stanley StockplanConnect

jeffsong — Mon, 07 Mar 2022 17:56:51 GMT

I'm happy to hear I'm not the only one.

I also tried and got same message.

I contacted MS, but they said 'As long as you can log-in through our website, we don't have any issue.'.

Since I can log-in successfully with my credential both from the web page and from their app, it seems TurboTax issue.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

jeffsong — Mon, 07 Mar 2022 17:59:45 GMT

Here's screen capture

Re: Turbotax cannot import Morgan Stanley StockplanConnect

MichelleLO — Mon, 07 Mar 2022 19:11:58 GMT

Does the message in your screenshot occur after you've entered your personal login information?

Your best option would be to reach out to TurboTax Customer Support so that they can review the error message and troubleshoot with you.

What is the TurboTax phone number?

@jeffsong

Re: Turbotax cannot import Morgan Stanley StockplanConnect

BOISEFAMILY — Tue, 08 Mar 2022 03:35:38 GMT

I logged a case this weekend with Turbo Tax Support - the issue was originally reported at the beginning of February and I was told this was assigned to three developers within Inuit but I don't know the priority or how to receive updates when this issue has been resolved. The issue has been occurring for several weeks, so my assumption is it low on the priority list unless more customers contact Turbo Tax Inuit to raise the priority and potential resolution.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

Tom4321 — Tue, 08 Mar 2022 19:39:34 GMT

Sorry, no news of improvement. This is the message today when I select Morgan Stanley StockplanConnect. It doesn't even ask for credentials. It seems like Turbotax import is broken with respect to MS.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

jrharris9873 — Wed, 09 Mar 2022 00:40:58 GMT

Same here... Keep checking daily, but only thing that changes is the date to come back and try again. Very frustrating.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

MarilynG1 — Wed, 09 Mar 2022 01:55:13 GMT

If you are having issues importing 1099-B data, consider using the summary method (only 2 lines need to be entered in TurboTax; LT/ST).

How to Enter a Summary in Lieu of Individual Transactions

Re: Turbotax cannot import Morgan Stanley StockplanConnect

jeffsong — Wed, 09 Mar 2022 17:43:36 GMT

Message got changed, but still I couldn't get it...

Re: Turbotax cannot import Morgan Stanley StockplanConnect

EbonyA — Wed, 09 Mar 2022 23:18:49 GMT

Ok; please try again on 3/11/2022 and let us know what happens then. Although you had different issues with this prior, forms not being available until a certain date is not uncommon @jeffsong.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

thoennesf — Fri, 11 Mar 2022 17:56:57 GMT

This still does not work and it's been over a week.

MS says "not my problem". Please fix or call MS and figure it out - and don't make it your customer's problem! There's enough reports that are consistent that this is an Intuit/MS issue to resolve.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

Shepinator — Fri, 11 Mar 2022 17:59:28 GMT

+1. Still unable to connect. We really need you to bump this up on the list of priorities. If we were on the phone, this is point where I would say, "Can I speak with your manager?"

Re: Turbotax cannot import Morgan Stanley StockplanConnect

thoennesf — Fri, 11 Mar 2022 18:38:29 GMT

Amen. And it's taxes, so consider that we're probably not in a great mood 🙂

In all seriousness - must be fixed and very soon, not April 13th. Been a customer for years but I can assure - you boon-doggle this, I will never come back.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

user112233 — Fri, 11 Mar 2022 22:28:25 GMT

This is still going on!! They now changed the date to March 14th.
People dont like handtyping and risking tax errors, this needs be fixed soon.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

dwc3 — Sat, 12 Mar 2022 01:54:49 GMT

I'm also seeing that the date was updated today to Mar 14th. I feel like I was going crazy since I've been trying this for the past two weeks, and I keep getting a message about trying this the next day or some date in the future. Every time, they pushed the date again!

Re: Turbotax cannot import Morgan Stanley StockplanConnect

ijustwantimporttowork — Mon, 14 Mar 2022 19:32:35 GMT

@dwc3 tried just now and I still got an error on turbotax deluxe for mac. I re-launched turbotax and was finally able to import from stock plan connect, huzzah.

I still can't import from Morgan Stanley wealth management however.

Re: Turbotax cannot import Morgan Stanley StockplanConnect

Jason D Clinton — Mon, 14 Mar 2022 22:41:58 GMT

Just tried importing from Stockplan Connect and it's still broken. Before today we were not allowed to even try. Now, it simply fails with an error code. I tried changing the username and password and it doesn't help.