Solved

Morgan Stanley

Forum|Forum|3 years ago
February 18, 2023
2 replies
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Cannot import from Morgan Stanley wealth management-have been able to so for the past several years but not today ( Feb 18,2023). The info is on the MS site so I can enter manually but I get a popup saying TT can't import. Why? Morgan Stanley says it's a TT issue as the person I spoke with said that others have also called about the same problem.
When will it be fixed or is there a work around

TurboTax Home & Biz Windows

Best answer by maxie1231

Issue fixed today-- Feb 21,2023; am able to import tonight

P

pkmcdermott13

I have the same issue. please let us know when this is resolved.

I have also logged the issue with Morgan Stanley -- and have validated that i am using all the right credentials, and I too was able to do this last year. Note that I have been using Turbo Tax and Morgan Stanley since the 1990's

I am using Turbotax Premier

H

hINTON8

i HAVE THE SAME ISSUE

M

maxie1231AuthorAnswer

Issue fixed today-- Feb 21,2023; am able to import tonight

M

MacCormac

I too continue to have problems importing 1099 tax data from Morgan Stanley Wealth Management. I've attempted this import every year since 2021 and it always fails with:

"This import was unsuccessful.

There isn't any tax-related info to import right now

No problem - we'll help you enter the information

and continue with your return."

I have called Morgan Stanley and they have confirmed that Third Party Data Sharing is enabled. They see no issue at their end so they think it's a TurboTax issue. For me, it seems unique to Morgan Stanley since I have been successful in importing data from two other financial institutions. Unfortunately, I seem stuck in the middle.

I've disabled my firewalls with no change in this issue. Does anyone have any other ideas? Otherwise, I'll have to enter the data manually which is a real pain.

J

Jun8

I did call TurboTax support regarding this ongoing issue of unsuccessful import of 1099 data from Morgan Stanley Wealth Management. After inquiring with others, the support rep was unable to suggest any corrective action. The recommendation was to enter the data manually. Of course, this doesn't resolve anything.

same issue here. I imported in previous years with no problem. I enabled the third party data on MS

Very frustrated and I think this should be a TT issue.