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BradW
Returning Member

Importing taxes from morgan stanley at work (aka tock plan connect)

Any idea when we can import 1099s from Morgan Stanley At Work (aka stockplanconnect) into turbo tax 2023?

This is not listed in the financial institution search window. 

 

Thanks!

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‎February 13, 2024 4:33 PM
last updated ‎February 13, 2024 4:33 PM
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CatinaT1
Employee Tax Expert
Employee Tax Expert

Importing taxes from morgan stanley at work (aka tock plan connect)

I don't show them on the Partner list for import.

 

https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/...

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‎February 16, 2024 3:56 PM
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lmayer20
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Importing taxes from morgan stanley at work (aka tock plan connect)

Morgan Stanely Stock Plan Connect is on the partner list, but is not available when trying to import. 

‎February 21, 2024 11:21 AM
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