Cant Import 1099 data from Morgan Stanley Wealth Management

[peterdenyer]

Downloaded 1099 data from Morgan Stanley for my Son's account into TT with no problem. My data finally posted on Morgan Stanley website to I try to download into TT desktop. Nothing - get the "creating secure login" message then it quits. SS number correct, as is user name and password. Morgan Stanley help desk cant find any problem. TT phone help less than useful. Hour and a half, Rep clearly didn't understand I was using TT desktop and not the on-line version. Hung up on me 4 times. Finally gave up and tried to escalate the problem only to hang up again. Then send me a case closed message with a customer satisfaction survey. Not useful, huh! I have 3rd party data sharing set on. I've been doing this for at least 20 years now and the only other time I had this problem years ago was when MSWM had my SS number out by one digit somewhere. That was since fixed. No sign of any help to resolve. Don't want to hand enter 66 pages of stock transactions ! Any suggestions gratefully  reviewed

[CatinaT1]

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

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[peterdenyer]

Using TT desktop on M1 Mac with all latest updates. My kids accounts download properly. My account doesn’t. So far neither Ty support ( who actually disconnected me trying to escalate my call) not Morgan Stanley have a clue why this isn’t working.

peter

[hyperkik]

As far as I can tell it's likely that the PDF is available a day or two before the import is available. 

Can you confirm this is working now for others in the same boat?

thanks 

[rachelgd1]

Did you scroll down to see the message at the bottom of the import page that states you must first go to your Morgan Stanley account and turn ON Third Party Data Sharing in the Security Center?  That is the only idea I have for you.  There is a Help number there to call MS for Help but that may be the same number you are calling.

[aferyus]

Did you ever this?  I have the same issue.  I can download to the online version and actually to last years version.  Thus I know the data sharing switch is on.  I agree TT Support is useless.  

[hyperkik]

@aferyus and everyone else -- update your software.  The bug is fixed and it should work now. 

[aferyus]

Thank you for letting us know.  Of course we heard nothing from TT even though I had an open ticket.