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How do I connect my Morgan Stanley at Work account to TurboTax?
by TurboTax•58• Updated 1 month ago
To import your Morgan Stanley at Work stock plan info into TurboTax, you'll have to update your sharing settings. Here's how:
- Sign in to your Morgan Stanley at Work stock plan account.
- On the Dashboard, under Tasks, find the Share documents with TurboTax tile and select Choose preference.
- When prompted, select Yes, share documents with TurboTax.
If you can't find the tile:
- Select your name from the menu, then select View profile.
- Select Personal Profile.
- Select Edit Personal Profile.
- Set TurboTax document sharing to Yes.
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