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Turbotax cannot import Morgan Stanley StockplanConnect

Amen.  And it's taxes, so consider that we're probably not in a great mood 🙂

 

In all seriousness - must be fixed and very soon, not April 13th.  Been a customer for years but I can assure - you boon-doggle this, I will never come back.

 

 

Turbotax cannot import Morgan Stanley StockplanConnect

This is still going on!! They now changed the date to March 14th. 
People dont like handtyping and risking tax errors, this needs be fixed soon.

dwc3
New Member

Turbotax cannot import Morgan Stanley StockplanConnect

I'm also seeing that the date was updated today to Mar 14th. I feel like I was going crazy since I've been trying this for the past two weeks, and I keep getting a message about trying this the next day or some date in the future. Every time, they pushed the date again!

Turbotax cannot import Morgan Stanley StockplanConnect

@dwc3 tried just now and I still got an error on turbotax deluxe for mac. I re-launched turbotax and was finally able to import from stock plan connect, huzzah.


I still can't import from Morgan Stanley wealth management however.  

Turbotax cannot import Morgan Stanley StockplanConnect

Just tried importing from Stockplan Connect and it's still broken. Before today we were not allowed to even try. Now, it simply fails with an error code. I tried changing the username and password and it doesn't help.

Turbotax cannot import Morgan Stanley StockplanConnect

I spoke with an agent at the Resolution Desk and he informed me that the dev team is aware that the integration between Turbotax and Stockplan Connect is broken. They are working on a fix.

Turbotax cannot import Morgan Stanley StockplanConnect

This may not help, but Morgan Stanley recently updated its interface software.  I had to go through the steps to make a few things that I use work again.  Hope this helps

Turbotax cannot import Morgan Stanley StockplanConnect

@Jason D Clinton  did they give an ETA when it would be fixed?  I attempted again this morning on turbo tax for mac and get:

This import was unsuccessful.

We recommend you check your internet connection and try again. 

 

Very frustrating.  

 

Turbotax cannot import Morgan Stanley StockplanConnect

still doesn't work.  now it can "log in" but says "1099 forms not available for this user ID".  called MS and they said "we upgraded our software and broke this" and the person could not provide any ETA.

 

literally said "you'll just have to enter it by hand".  unacceptable.

 

this is the last year I will use TurboTax; unfortunately I can't do same for MS.

Turbotax cannot import Morgan Stanley StockplanConnect

I still can't login 😠

Turbotax cannot import Morgan Stanley StockplanConnect

Just an fyi - I ended up typing the summary for each section of my 1099 B.  The software indicates I know have to mail in my statement when I e-file. Ugh.

timetofile9
Returning Member

Turbotax cannot import Morgan Stanley StockplanConnect

I got it to work!

Didn't work if I chose Morgan Stanley StockPlan Connect but it worked when I chose Morgan Stanley Wealth Management. 

Turbotax cannot import Morgan Stanley StockplanConnect

Unfortunately I have accounts with both stock plan connect and wealth management.  I still can't get wealth management to work as of this morning.  Says "This import was unsuccessful.  

We recommend you check your internet connection and try again. If we still can't get your info, don't worry. We'll help you enter it manually so you can keep working on your taxes."

 

When will this be fixed?

CarissaM
Intuit Alumni

Turbotax cannot import Morgan Stanley StockplanConnect

Are you using online or desktop version? @ijustwantimporttowork

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Turbotax cannot import Morgan Stanley StockplanConnect

@CarissaM  Desktop version - mac os catalina 

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