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Rick Remedios
Returning Member

1099 Div Morgan Stanley/ E-trade Import Problems

I tried the suggested fix by deleting the prior correct downloaded forms and re-imported my Morgan Stanley/E-Trade accounts.  Once again my self directed accounts imported correctly while my virtual advisor account never came through.  Since my managed account data is higher volume and more complex, I'm not competent enough to input manually.

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1 Reply
RobertB4444
Employee Tax Expert

1099 Div Morgan Stanley/ E-trade Import Problems

While this is a bit of annoying workaround it will do the trick.  You will need to export the virtual advisor account as a CSV spreadsheet directly from your broker.  That can then be imported into TurboTax and enter all of your transactions.

 

This link gives you instructions on how to do it.  It's talking about cryptocurrency transactions here but it works for others as well.

 

@Rick Remedios 

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