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

C

CatDaddy1

It doesn't import for me. Using correct SS, Username/Pword. No luck.

M

MoniqueLO_

If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information.

Please see What if I can't import my 1099? and be sure to review the Troubleshooting section for instructions.

If you need additional assistance, please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you.

@CatDaddy1