Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Feb 19, 2023 12:25:12 PM

Turbo Tax 2022 - Import of Morgan Stanley Wealth Management - Cannot import and no error

While attempting to Importing documents from Morgan Stanley Wealth Management with the exact credential that I imported into Turbo Tax 2021, response that I get from Turbo Tax is:
These credentials are the ones that I used today to log into my Morgan Stanley Wealth Management account. 
I have contacted Morgan Stanley, they have verified that my account is enabled for third party import into Turbo Tax.

I have contacted Intuit / Turbo Tax and they do not have and answer to this issue.

What was additionally tried:
1) I  have tried to use credentials that are bogus, and I receive the same message/pop-up.

My Turbo Tax case number is: [phone number removed]

 

 

0 1 225
1 Replies
Intuit Alumni
Feb 20, 2023 9:48:20 AM

Please try to reset your password on the Morgan Stanley account, as this can sometimes resolve the issue in connection. 

 

Please let us know if the issue persists.