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Level 1
posted Feb 17, 2025 10:31:07 AM

Etrade from Morgan stanley is not pulling 1099 on Turbo tax desktop MAC version

I'm using a TurboTax Business software on Mac. I tried to import from E*trade from Morgan Stanley using my regular login name, password+security code. It doesn't work! I tried many times. I can easily import from Charles Schwab or other brokerage firm. Is there any solution? This is the first year I am using Mac desktop and in the past i used windows turbo desktop and never had this problem. Can someone help here?

 

Thanks

Ravi

0 1 911
1 Replies
Employee Tax Expert
Feb 24, 2025 7:07:29 PM

Please see "How do I import my 1099s" for detailed instructions on importing your information into TurboTax.

 

If you are referring to a Morgan Stanley at Work account, please see these instructions.