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Can TurboTax import from Morgan Stanley at Work -> Shareworks?

I have transactions in Morgan Stanley at Work -> Employee account -> Stock plan account -> Shareworks (https://shareworks.solium.com/solium/servlet/userLogin?requested_lang=en) that I'd like to import to Turbotax. I've followed the instructions in How do I connect my Morgan Stanley at Work account to TurboTax?. However, Turbotax always gives me "Invalid User Name and/or Password". 

 

Could anyone help?

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5 Replies
CatinaT1
Expert Alumni

Can TurboTax import from Morgan Stanley at Work -> Shareworks?

If you are using TurboTax Online, try importing using a different browser.

If you use the Brave browser, you have to turn off the Brave Shields.

 

See the following TurboTax Help articles for potential fixes:

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Can TurboTax import from Morgan Stanley at Work -> Shareworks?

I'm using Turbotax Desktop. How do I bypass this?

CatinaT1
Expert Alumni

Can TurboTax import from Morgan Stanley at Work -> Shareworks?

What do you want to bypass? Do you want to bypass importing your information? If so, you will select "I'll type it in myself".

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Can TurboTax import from Morgan Stanley at Work -> Shareworks?

Problem solved. Do not include the dashes in the username and now I’m able to connect.

Can TurboTax import from Morgan Stanley at Work -> Shareworks?

Thank you so much, I've been entering this manually for that last few years. I can't believe this worked

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