How to import 1099-B

[Mark36741]

I am using Turbotax Business and trying to import a 1099-B from Morgan Stanley.  I tried the "Where do I enter or import a 1099-B" FAQ but no prompt comes up for" "Let's Import your tax info" anywhere.

[MoniqueLO_]

Please see Where do I enter or import a 1099-B? for instructions. 

If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you. 

@Mark36741 
 

[Mark36741]

Thanks, but as I mentioned in my initial message, I tried that but it didn't work.  I chose my financial institution, but there was no place where it prompted me to import my tax info.  Perhaps TT Business is set up differently than the TT personal apps, or maybe Morgan Stanley doesn't have a connection with TT.  At any rate, I ended up just manually inputting the 1099-B summary totals, and that seemed to work ok instead.

[JohnH1]

Just curious, did you pick Morgan Stanley off a list or did you type it in?  If they are not on the list you cannot do the import.

[Mark36741]

Yes it was on the list.

[CarissaM]

It would be best to click here to give us a call, since nothing else is working. @Mark36741 

[Mark36741]

Thanks all of you.  I ended up manually inputting the summary totals instead of downloading the detail transactions and that seemed to work so I could wrap up and file this return.