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Mar 14, 2020 · March 7, 2022 7:42 PM. Intuit products such as TurboTax and Credit Karma use Plaid to integrate with financial institutions. It looks like the issue is that Plaid integrates with Morgan Stanley Client Serve but not Morgan Stanley at Work. See screenshot below of Google search AI.
Mar 3, 2022 · Turbotax cannot import Morgan Stanley StockplanConnect If you are having issues importing 1099-B data, consider using the summary method (only 2 lines need to be entered in TurboTax; LT/ST). How to Enter a Summary in Lieu of Individual Transactions
Feb 10, 2020 · I have exactly this same issue. I have a Morgan Stanley Stockplan Connect account and so does my wife. The strangest thing is for my wife's I was able to login and import the data but on my account it failed with the invalid username or password. Last year I imported from my account. Very disappointing.
Sep 30, 2023 · How do I import my 1099? You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.
According to Morgan Stanley StockPlan Connect documents will be ready for import on following dates . Form 1099-B available from Tuesday, 02 March 2021 at 00:00:00 PT onwards . Form 1099-DIV available from Tuesday, 02 March 2021 at 00:00:00 PT onwards . Form 1099-INT available from Tuesday, 02 March 2021 at 00:00:00 PT onwards
Feb 10, 2024 · Same situation using the TurboTax desktop version for Windows. The supported 1099 partners list clearly shows two partners: "Morgan Stanley StockPlan Connect" and "Morgan Stanley Wealth Management" But when I try to import a 1099 form, I only see one choice: "Morgan Stanley Wealth Management".
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.
Mar 6, 2021 · I have the same issue. It use to work last year but not this year. Having heard that the password change does not work, I did not bother to try that. Instead, I downloaded the PDF file from Morgan Stanley's website, and uploaded to TT to avoid typing it in manually. First download your form an...
Can not login to Morgan Stanley Stockplan Connect to import tax data. Tells me invalid username or password. I can access the site directly using same
Mar 3, 2021 · Not sure if everyone on here is Cisco but over the past year I've received messages from Morgan Stanley to convert to a Morgan Stanley Access Direct account for my Cisco account. I remember in the past that during login mid-year 2020 that it intercepted login for account conversion. In late 2020 I got another email to convert again.
