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New Member
posted Mar 13, 2025 2:40:42 PM

Morgan Stanley import

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.

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2 Replies
Expert Alumni
Mar 18, 2025 9:35:51 AM

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:

Returning Member
Mar 30, 2025 10:00:29 AM

Was this resolved? I am still having this problem!