Morgan Stanley import issue

Forum|Forum|3 years ago
February 19, 2023
4 replies
15 views

I am getting the following message when I try to do an import from Morgan Stanley.

"The import was unsuccessful"

"There isn't any tax related info to import right now...."

I have never had an issue with importing from Morgan Stanley in the past. I have received all the tax documents, so tax info should be ready. Any ideas?

TurboTax Home & Biz Windows

Mike9241

Level 15

sometimes servers are down on weekends. try on Monday. if still problems call MS.

Mike9241

KatrinaLO

Level 14

Please follow the instructions here if you are having trouble importing your 1099.

If you are still unable to import, you can follow the instructions here to enter a large number of stock transactions in Turbo Tax.

@dougp1122

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dlawrence

Level 2

Clear cache and cookies, log out of your TT account then log back in. Log into your Morgan Stanley account then try to import.

dougp1122Author

Level 2

Thank you for all the suggestions. For some reason when I tried just now, it worked. I had tried again earlier in the day and was getting the same issue.