2024 Tax Year import from Morgan Stanley tries to connect then just beeps. No errors, no import.

[Total]

Using the desk top version on the Mac. Updated to current version. 3rd party data sharing at Morgan Stanley is enabled, SSN and login info are correct, documents are available to download. It doesn't give me an error message, it just beeps after trying to connect. 

[Mike9241]

contact MS to see if they can help since every brokerage is somewhat different in the steps that must be taken. 

[Total]

Thanks.  I contacted MS and there was a known issue with hardware keys. I reverted to texting a code but that had no effect. Support said that if that did not help to contact Turbo Tax. 

[JotikaT2]

Please see "How do I import my 1099s" for detailed instructions on importing your information into TurboTax.

If you are referring to a Morgan Stanley at Work account, please see these instructions.

If those do not assist, there are a few other options in the following link to assist.

What if I can't import my 1099? 

@Total 

[Total]

Everything appears fine according to the instructions. There are no error messages anywhere. Turned off the VPN before I started.

[jonlang16]

Any solution? It simply does not work

[hanskfo]

+1 I'm having the same issue using desktop version on Mac and trying to connect to Morgan Stanely at Work. There is just a beep and no error message provided.

[kkc3]

Same exact Issue.  Using desktop TT Premier, software updated, on a Mac.  I have selected the correct firm (Morgan Stanley Wealth Management).  My SSN, username and password are all confirmed correct.  I have enabled third party data sharing on MS Online.  There is no error message.  The attempted log-on just stops and beeps.  

[Baskball72]

Having exact same error. Contacted both Morgan Stanley and TurboTax, no resolution. 
TurboTax indicated they have had multiple cases reported with the same problem. “Hopefully” will be corrected 8n a future release. 

[jtague]

I am experiencing the same issue. Mac Turbotax Deluxe 2024. All MS info is correct and third party data sharing is enabled. Beeps after clicking continue with no import and no error message.

[SDavenport]

That’s curious. I have the same problem with Ameriprise. I have multiple documents, the first imported as expected, the second I just get the beep as indicated. No error or other indication there’s an issue. Also on a Mac using TT Premier.

It would be great to get this settled.

[JX7]

I am extremely surprising no one is monitoring this thread and fix. I called the customer service and got a bunch of SOP-ish answers (plz connect your internet, restart your computer, restart your browers..). After I explained I did all the hard work followed by deep google research, they just said "You should manually type in". 

I am very regretting to use turbotax

[Total]

I did give up and type it in.  I called the Nohelp also.  Really a sad. I've used TurboTax for a long as I can remember but I guess I'll be changing next year. 

[jonlang16]

I'm giving TT another week to solve it.  If they don't bother, I move all my businesses to another tool next year.  TT doesn't want our money? We'll find the one who does!

[thisisjrh]

Same exact issue with TurboTax Deluxe Desktop for Mac, trying to import from Morgan Stanley Wealth Management.  Called the Help number provided below the log-in information and talked to someone at Morgan Stanley who asked me if my password was correct for half an hour and then told me to call TurboTax.