Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
B
BradW
February 14, 2024
Question

Importing taxes from morgan stanley at work (aka tock plan connect)

  • February 14, 2024
  • 1 reply
  • 0 views

Any idea when we can import 1099s from Morgan Stanley At Work (aka stockplanconnect) into turbo tax 2023?

This is not listed in the financial institution search window. 

 

Thanks!

    1 reply

    CatinaT1
    CatinaT1
    February 16, 2024

    I don't show them on the Partner list for import.

     

    https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/#1099/1098-partners

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
    L
    lmayer20
    February 21, 2024

    Morgan Stanely Stock Plan Connect is on the partner list, but is not available when trying to import. 

    TurboTax Sign In Widget
    TurboTax flag icon

    Unlock tailored help options in your account

    Create an account
    TurboTax Expert Assist
    TurboTax Expert

    Get answers to all your tax questions

    Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

    Terms & ConditionsAccessibility statement
    Intuit
    TurboTax Credit Karma QuickBooks MailChimp

    ©1997-2022 Intuit, Inc. All rights reserved.
    Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
    of Intuit Inc. Terms and conditions, features, support, pricing, and service options
    subject to change without notice.

    Security Certification of the TurboTax Online application has been performed by
    C-Level Security.

    By accessing and using this page you agree to the Terms of Use.

    Accessibility

    TRUSTe nResult Certified e-File C-Level Security Certification