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Level 1

Question

Morgan Stanley import

Forum|Forum|1 year ago
March 13, 2025
2 replies
0 views

As of 3-13-2025 I cannot import 1099 information from Morgan Stanley using my normal Morgan Stanley Online credentials. I have verified with Morgan Stanley support that Third Party Data Sharing is enabled on their end. When attempting to import 1099s from Morgan Stanley, I get an error beep but no error message. I am told by Morgan Stanley support that this is a known issue with TurboTax support. This is a critical issue for me due to the complexity of my 1099s. I use the Home & Biz desktop version on a Mac with the latest version of Sequoia.

Level 15

Have you disabled any VPN or Anti-Virus?

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

See the following TurboTax Help articles for potential fixes:

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

Level 2

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