Question

I have 2 investment accounts at Morgan Stanley, but Turbo Tax is only importing one. How do I import the second account?

Forum|Forum|5 years ago
February 18, 2021
1 reply
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I have a 1099-INT, 1099_DIV and Proceeds from stocks... from the second account that are not being imported. How do I get Turbo Tax to see the second account and import these forms.

TurboTax Premier Online

A

Anonymous

You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent. So you might need to do something similar to what is described here How can I fix my 1099 import issue?