When importing Morgan Stanley tax docos, turbotax only imports 1 of 2 two dividend accounts. I've tried selecting the missed account and it deletes the other accounts.

I've tried reimporting and it misses the 2nd 1099-DIV. It does import both 1099-B. This is a critical issue

1957

Level 8

Mar 24, 2025 10:42:02 AM

with 3 weeks left to file if still having these sort of import issues you should just consider inputting 1099-DIV manually and move on, these are usually straightforward to input

Expert Alumni

Mar 24, 2025 11:28:41 AM

You can easily enter your Form 1099-DIV into TurboTax as follows:

Click on "Search" at the upper right of your screen.
Enter "1099-DIV"
Select "Jump to 1099-div"
Answer "Yes" to "Did you have investment income in 2024?"
Select "Skip Import" on the screen that asks "Let Us Enter Your Bank and Brokerage Tax Documents"
Select the box that says "Dividends 1099-Div" (the box will turn green with a checkmark on it)
And "Continue"
Enter your 1099-DIV information and select "Continue"
Answer the follow-up screens about your dividend interest

Click here for "Where Do I Enter Form 1099-DIV in TurboTax Online?"

Click here for "How Do I View and Delete Forms in TurboTax Online"

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When importing Morgan Stanley tax docos, turbotax only imports 1 of 2 two dividend accounts. I've tried selecting the missed account and it deletes the other accounts.