How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not prompting me as in the past?

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How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not prompting me as in the past?

You can securely import your 1099-B , 1099-DIV , 1099-INT , 1099-OID , or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program .

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to that section by searching for the 1099 form number in TurboTax and then clicking the Jump to link in the search results.

Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with First National Bank and if you select the "wrong" First National Bank, you won't be able to import.

• Which 1099 forms can be imported?
• Which 1099 forms are not available for import?
• When will I be able to import my 1099?

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How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not prompting me as in the past?

You can securely import your 1099-B , 1099-DIV , 1099-INT , 1099-OID , or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program .

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to that section by searching for the 1099 form number in TurboTax and then clicking the Jump to link in the search results.

Tip: When selecting your financial institution or brokerage from the list, be sure to select the right one. For example, several participating partners' names start with First National Bank and if you select the "wrong" First National Bank, you won't be able to import.

• Which 1099 forms can be imported?
• Which 1099 forms are not available for import?
• When will I be able to import my 1099?

• Mark as New
• Bookmark
• Subscribe
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• Permalink
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How do I import info from our Morgan Stanley Smith Barney investment accounts? It's not prompting me as in the past?

There is still no prompt for Morgan Stanley Smith Barney 1099 for 2017; You help line keeps transferring me to other people in the middle of a sentence. No one will help!
Where is the drop down prompt under 1099 DIV? There is a 'On Demand Tax Guidance' that states [but nothing in drop down]:
Morgan Stanley Smith Barney (former MorganStanley)
You can import these types of documents from Morgan Stanley Smith Barney (former MorganStanley):

- Form 1099-B
- Form 1099-DIV
- Form 1099-INT
- Form 1099-MISC
- Form 1099-OID
- Form 1099-R

To import, you will need the following credentials:

- Morgan Stanley Smith Barney ClientServ Password
- Social Security Number
- Morgan Stanley Smith Barney ClientServ Username