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New Member
posted Jun 1, 2019 12:00:58 PM

When I look at Your Income and Income, interest, dividends etc from Morgan Stanley, is that data from 2018 or do I need to load it in?

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New Member
Jun 1, 2019 12:00:59 PM

You have the option of manually updating the 2018 transactions from Morgan Stanley or importing. If you choose to import the data will be populated in Turbo Tax. You can confirm the amounts imported are correct by referencing the 1099's you received from Morgan Stanley.