Turbotax cannot import Morgan Stanley StockplanConnect (2024)

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

‎March 3, 20228:34 AM

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.

Please try callingsupportagain - phone volume could just be very high. In the interim, you mayreview the following FAQ:Can't import 1099.

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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.

Here's screen capture

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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Sorry, no news of improvement. This is the message today when I select Morgan Stanley StockplanConnect. It doesn't even ask for credentials. It seems like Turbotax import is broken with respect to MS.

Same here... Keep checking daily, but only thing that changes is the date to come back and try again. Very frustrating.

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

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Message got changed, but still I couldn't get it...

Ok; please try again on 3/11/2022 and let us know what happens then. Although you had different issues with this prior, forms not being available until a certain date is not uncommon@jeffsong.

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This still does not work and it's been over a week.

MS says "not my problem". Please fix or call MS and figure it out - and don't make it your customer's problem! There's enough reports that are consistent that this is an Intuit/MS issue to resolve.