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February 19, 2023
Question

Did anybody have problem importing 1099-B from Morgan Stanley Wealth Management?

  • February 19, 2023
  • 1 reply
  • 0 views
I got a message "this import is not successful", while I am able to download 1099s from other institutions

1 reply

February 20, 2023

Please follow the instructions here if you are having trouble importing your 1099. 

 

If you are unable to import still, you can follow the instructions here to enter a large number of stock transactions in Turbo Tax.

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