Question

Turbotax cannot import Morgan Stanley StockplanConnect

Forum|Forum|4 years ago
March 3, 2022
4 replies
0 views

Turbotax is having issues importing from Morgan Stanley StockplanConnect.

The error message is "General Error".

Can you look into it? Could NOT get though your very customer-friendly phone barrier to file a ticket.

Technical Help

M

Mike9241

best to contact MS.

M

mousquetairesAuthor

ALready did. MS claims that it's Turbotax's issue.

Where can I escalate this to the engineer teem? There is no further error message in the response to figure out which part of the integration is wrong.

E

EbonyA

Please try calling support again - phone volume could just be very high. In the interim, you may review the following FAQ: Can't import 1099 .

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J

jeffsong

I'm happy to hear I'm not the only one.

I also tried and got same message.

I contacted MS, but they said 'As long as you can log-in through our website, we don't have any issue.'.

Since I can log-in successfully with my credential both from the web page and from their app, it seems TurboTax issue.

J

jeffsong

Here's screen capture

M

MichelleLO

Does the message in your screenshot occur after you've entered your personal login information?

Your best option would be to reach out to TurboTax Customer Support so that they can review the error message and troubleshoot with you.

What is the TurboTax phone number?

@jeffsong

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U

user112233

This is still going on!! They now changed the date to March 14th.
People dont like handtyping and risking tax errors, this needs be fixed soon.

D

dwc3

I'm also seeing that the date was updated today to Mar 14th. I feel like I was going crazy since I've been trying this for the past two weeks, and I keep getting a message about trying this the next day or some date in the future. Every time, they pushed the date again!

I

ijustwantimporttowork

@dwc3 tried just now and I still got an error on turbotax deluxe for mac. I re-launched turbotax and was finally able to import from stock plan connect, huzzah.

I still can't import from Morgan Stanley wealth management however.

T

tdattomo

This may not help, but Morgan Stanley recently updated its interface software. I had to go through the steps to make a few things that I use work again. Hope this helps