Morgan Stanely At Work Import

Forum|Forum|1 year ago
February 18, 2025
19 replies
165 views

Trying to connect to Morgan Stanely at Work to import data. Have enabled permission on Morgan Stanely to share with Turbo Tax.

Every time I try over the last 4 days, I get this error message:

Morgan Stanley at Work

There was an error importing from this financial institution.

Try again in a few hours or enter your info a different way.

TurboTax Free Edition Online

CatinaT1

Level 15

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

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tjklobAuthor

Level 2

Unfortunately, a different browser didn't work. Tried it with Chrome, Firefox, and the actual TurboTax app on my iOS device.

Continues to say there is a technical issue and there was an error importing from the financial institution.

Symons7

Level 2

Same issue here. Someone from intuit please chime in.

Symons7

Level 2

Now I'm able to connect and import, but it only imports my 1099-DIV, but not recognizing 1099-B. Is anyone else on the same boat? I downloaded the PDF from Morgan Stanley at work and saw both 1099-DIV and 1099-B in the same file.