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New Member
posted Feb 18, 2026 6:24:49 AM

Importing from Morgan Stanley

I cannot import my tax data from Morgan Stanley to TT.  I spoke with a Morgan Stanley tech rep, who verified that all was well on their end.  I did try to have someone from TT view my screen and try to figure things out, but to no avail.  The TT import screen still asks you to import after it should be all done.

 

I see that the same problem existed last year, and wasn't fixed until March 20.  Are we going to have to wait that long?  Is it possible to obtain TXF format data from Morgan Stanley?

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1 Best answer
Employee Tax Expert
Feb 18, 2026 10:57:56 AM

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

 

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

  1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
  2. Find Local Network Access in the dropdown menu.
  3. Toggle the switch to ON.
  4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

  • Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
  • Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
  • Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

2 Replies
Employee Tax Expert
Feb 18, 2026 10:57:56 AM

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

 

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

  1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
  2. Find Local Network Access in the dropdown menu.
  3. Toggle the switch to ON.
  4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

  • Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
  • Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
  • Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

New Member
Feb 18, 2026 11:50:44 AM

Thank you!  I hadn't realized the data is sent via the browser rather than from Morgan Stanley directly to TT.  Enabling local connections did the trick, although I also shut off my virus software to make sure.