Morgan Stanely At Work Import

[MarilynG1]

If you're getting the 'forms not available' error try disabling your anti-virus programs; you may not be getting a good connection to your broker's server.  Here's How to Turn Off Anti-Virus Programs.

Yes, this is completely random; most are able to import successfully, but since we can't know your system configurations, it's difficult to diagnose individual situations.

If you're using TurboTax Online, clear your Cache and Cookies between attempts.

If you're using TurboTax Desktop, try a Manual Update.

@mebeme 

[mebeme]

Thanks, I'm on a Mac (Sequoia 15.3.2 (24D81) with TurboTax Desktop Premier version. 
This happens every year, Morgan Stanley or TurboTax, I have to change using one of those next year.

[kcj856]

Me too. Usually I use TurboTax Deluxe but I had sold stock this year so I got Premier and it's been a nightmare. I believe the issue is with TurboTax and am considering an alternative next time I sell stock. Thankfully mine finally imported and I could finish my taxes. I wish you luck.

[nghulam]

did you used PDF from Morgan Stanley at work? I used PDF to import it into Turbo Tax. It only imported 1099-DIV, not 1099-B. Please tell how can i import both? Both form are combined in same PDF file.

[kcj856]

I just selected import and Morgan Stanley at work. At first the only form that showed up was the DIV one but finally one day they both showed up.