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?

5604

Expert Alumni

Mar 25, 2024 10:44:22 AM

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:

Level 2

Mar 25, 2024 10:48:32 AM

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

Expert Alumni

Mar 26, 2024 6:53:56 AM

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".

Level 2

Mar 26, 2024 7:17:46 AM

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

Level 1

Mar 8, 2025 8:25:43 AM

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