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Returning Member
posted Feb 27, 2024 5:45:53 PM

1099B from Morgan Stanley

Turbo Tax is not importing my 1099B from Morgan Stanley for my virtual advisor account.  My self directed account 1099B imported correctly even though the part of the account was listed under E--Trade and the balance under Morgan Stanley.  Turbo Tax correctly imported both accounts successfully last year.  I read similar problems on the community discussion so I assume this is a Turbo Tax problem.  I'm not competent enough to manually insert the required tax data so unless this is resolved I will be forced to try H&R block.

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1 Replies
Level 15
Feb 28, 2024 5:44:05 AM

If you haven't seen this yet in Community discussions, the guidance in the TurboTax Help article How do I re-import my E*TRADE from Morgan Stanley Form 1099-B in TurboTax? should address your issue.