How do I connect my Morgan Stanley at Work account to TurboTax?
by TurboTax • 
Updated December 16, 2025 10:13 PM
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.
