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New Member
posted Feb 14, 2024 4:58:50 PM

How do i import account info, 1099-div, from my morgan stanley account into turbo tax via morgan stanley's online access form?

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2 Replies
Level 15
Feb 14, 2024 5:04:18 PM

See this TurboTax support FAQ for importing a Form 1099 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2hPcduMb_US_en_US?uid=lsmipqcq

Expert Alumni
Feb 14, 2024 5:06:39 PM

Here's how the Morgan Stanley Import Screen looks in TurboTax: