Trying to import Morgan Stanley forms but keep getting Something unexpected happened

[iwork2ski]

TurboTax 2025 Deluxe When I try to import my tax forms from Morgan Stanley I keep getting this message. 

Something unexpected happened.

Try again in a few hours. (101)

I waited and still no success.

K

[iwork2ski]

Anybody have a suggestion as to why this is happening??????

[iwork2ski]

I have tried 3 different browsers, incognito mode, cleared all caches and cookies. Still same error. 

[CatinaT1]

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

[iwork2ski]

Nothing suggested above worked. I tried Chrome, Edge and Firefox. With Firefox I could not figure out how to toggle on the Local Network Access in the dropdown menu. I turned of the antivirus and firewall software. Cleared all cookies and cache. No VPN running. Manually entering data is going to be a pain. Any other ideas?

[iwork2ski · Accepted solution]

I found the solution. Morgan Stanley had me change my password to be under 32 characters. Once I did that, I was able to download my statements. 

[onebatboy]

My password was less than 32, but I still changed it to a shorter password without special characters.