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Level 2
Feb 19, 2023 9:58 PM UTC
Question

Morgan Stanley import issue

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?

4 replies

Mike9241
Level 15
Level 15
Feb 20, 2023 1:50 AM UTC

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

Mike9241
Level 14
Feb 20, 2023 7:23 PM UTC

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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Level 2
Feb 20, 2023 7:26 PM UTC

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
Feb 20, 2023 10:44 PM UTC

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.