morgan stanley at work wont get form

Forum|Forum|7 months ago
February 3, 2026
5 replies
121 views

turbotax cant connect

TurboTax Online

NicolleR1

Alumni - Intuit

If you are trying to import from E*TRADE from Morgan Stanley, it will be available for direct download by February 6, 2026.

But you have to wait a few extra days before trying to import so the software is fully updated.

David_Tax_Help

Level 2

Any luck with this? I try to download my 1099-B data from Morgan Stanley Wealth Management, it says "successful" after connecting, and to continue back to TurboTax to continue. Unfortunately, when I go back to TT the data is not there and it just tells me to connect to MSWM again... An infinite loop of nothing.

MarilynG

Level 15

After connecting to your broker to import a 1099-B, after the 'import successful' message, click into Wages & Income > Import Summary to verify. Continue does take you to another import session, as you mentioned.

If no documents are shown, you may have connected, but no data may be import-ready to be downloaded. Make sure your broker account is 'third party enabled' and you have disabled your anti-virus programs. Before attempting to import again, close the program, clear your Cache and Cookies and go to 'Add Investments' to step through the import process again.

Remember that the IRS already has copies of all your 1099's, so using the Summary Method in your tax return is perfectly acceptable.

@David_Tax_Help

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