My form states Morgan Stanley Capital Management. You only show "Wealth Management", "at work" and "E-trade"

[LindaS5247]

It does appear that Morgan Stanley Capitol Management is not listed as an import partner of TurboTax. And Morgan Stanley Wealth Management is.

Morgan Stanley Capital Management and Morgan Stanley Wealth Management are not the same. They are both part of the Morgan Stanley group, but  they are distinct divisions with different functions. Morgan Stanley Capital Management focuses on private equity investment and Morgan Stanley Wealth Management handles client portfolio management. 

If your broker or financial institution is on our list of TurboTax Import Partners, you can securely import your forms into TurboTax.

You can manually enter your Form(s) 1099 into TurboTax if you are unable to import them..

You can enter your Form 1099 (MISC, DIV, INT) using the instructions below. The instructions are for a Form 1099-DIV, but they will also work the same for a Form 1099-INT, 1099-B, 

To delete Form 1099-DIV, you can do the following:

1. Open/continue your return
2. Click on "Search" 
3. And in the search bar type"1099-DIV"
4. Select "Jump to 1099-DIV"
5. It'll take you to a screen that shows your Form(s) 1099-DIV that you have entered.
6. Next to the Form 1099-DIV you want to delete, click on the (down-Facing) caret
7. Click on the "garbage can" to delete this form

You can enter your Form(s) 1099-DIV information using the steps below:

1. Open your return
2. In the search Bar enter Form 1099-DIV
3. Select "Jump to 1099-DIV"
4. It will ask, "Did you have investment income in 2024?" Select "Yes"
5. Select "Continue"
6. Select "Skip Import"
7. You will Select your investment type which is "Dividend"
8. You will "Continue"
9. Then you will see the screen "Let's get the info from your 1099-DIV"
10. You will type in the information from your Form 1099-DIV on that page

Click here for "How do I import my 1099s?"

Click here for "How Do I View and Delete Forms in TurboTax Online"

Click here for "How to Delete Forms in TurboTax Desktop.

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

Click here for additional information on entering Form 1099-B.

Click here for "Where do I enter Form 1099-OID?"

Click here for information on entering a Form 1099-INT.