What is Turbo Tax offering users that cannot import? A resolution. Transfer funds between your accounts at Morgan Stanley and other financial institutions. Start now MAKE TRANSFERS AND TRADES Trade stocks and exchange-traded funds (ETFs). These materials and any statements contained herein should not be construed as tax or legal advice. Download account and tax documents, statements and more. I have imported documents from Morgan Stanley for each of the past years. Morgan Stanley Smith Barney LLC and its affiliates and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. Right now, I cannot trust Turbo Tax or my self to file my return without the import process. ![]() Since the basic person is not a tax consultant we are not qualified to do this. Enables International Private Banking clients to view and download detailed portfolio information and access statements, trade advice and performance reports. Cost Basis, cover ed vs non-covered cost sis, taxed and tax exempt interest, exchanges. The sensitive information on the password-protected CD-ROMs included names, addresses, Social Security numbers, Morgan Stanley Smith. Either set of credential yields that same respose from Turbo Tax:įor the basic user, having to fill in actual tax forms via Turbo Tax is not acceptable when you have a complex financial relationship with a broker. ![]() I have tried bogus credential and verified credentials. To be eligible for a securities-based loan, a client must have a brokerage account at Morgan Stanley Smith Barney LLC that contains eligible securities, which. Morgan Stanley Wealth Management says, my credentials are good and that my account is enabled for third party import (via Turbo Tax).
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