Convert Morgan Stanley, E*TRADE, and StockPlan Connect 1099-Bs to TurboTax TXF
Upload your Morgan Stanley 1099-B PDF and we'll convert it to a TXF file ready for TurboTax. Wash sales and 100+ transactions handled automatically.
Free preview · Sign in with Google or email — no password needed
Why Morgan Stanley 1099-Bs Don't Import Cleanly Into TurboTax
Every broker formats their 1099-B differently. Here's what trips up TurboTax users with Morgan Stanley statements.
A single Morgan Stanley household often spans three platforms — Morgan Stanley Online, E*TRADE, and StockPlan Connect — each issuing its own 1099-B that has to be converted separately.
Wealth-management accounts holding managed portfolios, municipal bonds, or alternatives are re-issued in later February and March correction waves, so an early import is frequently out of date.
RSU and ESPP lots from the stock plan side carry cost-basis adjustments that live on a supplemental statement, not on the 1099-B itself.
How it works
From a PDF nobody can import
to a file that just works
Your broker prints transactions for humans to read. Tax software wants columns. We read every line — including VARIOUS dates, wash sales and missing cost basis — and hand back the columns.
AI reads
every line
~30 seconds
AI reads every line — about 30 seconds from upload to download.
Your tax documents
A 1099-B is not a file you hand over lightly
It carries your account numbers, every position you held, and what you made or lost on each one. Here is exactly what we do with it — and what we never do.
Your PDF is deleted, not stored
We pull the transactions out and delete the original file as soon as the conversion finishes. It is never archived, never backed up, and never sits on a server waiting for someone to find it.
We never ask for your brokerage login
Auto-import tools want your username and password. We only need the PDF your broker already sent you. Your credentials stay with you, and every upload and download travels over an encrypted connection.
Kept in the United States, then deleted
Our servers and database are located in the United States. Your extracted transactions stay available for 90 days so you can re-download them in any format, then are deleted automatically. You can delete a conversion yourself at any time.
Never used to train AI, never read by a person
Extraction is fully automated under commercial API terms that exclude your data from AI model training. No employee, contractor, or operator opens your 1099-B or reads your trades. We do not sell or share your financial data.
Want the full breakdown, step by step? Read our Security & Data Handling page.
How to Import Your TXF Into TurboTax
After downloading the file from our converter, follow these steps in TurboTax.
-
1
Open TurboTax Desktop (Premier, Home & Business, or higher — TXF import is not available in TurboTax Online).
-
2
Go to File → Import → From Accounting Software.
-
3
Select 'Other Financial Software (TXF file)' and choose the file you downloaded.
-
4
TurboTax will auto-fill Form 8949 and Schedule D with all your transactions, including wash sale adjustments.
-
5
Review the imported summary and continue with the rest of your return.
Frequently Asked Questions
Does this work for Morgan Stanley?
Yes. Our AI extractor reads every text-based 1099-B PDF from Morgan Stanley, including consolidated statements with multiple sections, and outputs a TXF file formatted for TurboTax.
How is this different from TurboTax's built-in Morgan Stanley import?
Direct broker imports often fail with 100+ transactions, miss wash sale adjustments, or refuse to load consolidated statements. We bypass that by reading the PDF directly and producing a clean TXF file.
Is my data secure?
Your PDF is deleted as soon as the conversion finishes — it is never archived. The extracted transactions stay in your account for 90 days so you can re-download them, then are deleted automatically. We never ask for your brokerage login, nothing is used to train AI models, and no one reads your trades.
What does it cost?
Uploading and previewing your results (summary totals plus the first 10 transactions) is free. To download the TXF file for TurboTax — or any other format — is a one-time $8.99 per conversion. No subscription.
What about wash sales and adjusted cost basis?
We extract wash sale loss disallowed amounts and adjusted cost basis exactly as reported on your Morgan Stanley 1099-B. The output file preserves these adjustments so TurboTax handles Form 8949 correctly.
I have documents from Morgan Stanley Online, E*TRADE, and StockPlan Connect. Do I convert them separately?
Yes — upload each PDF on its own and you'll get a TXF per statement, all of which import into the same return. There's no need to merge them by hand first.
Related Guides
Morgan Stanley Tax Documents 2027 — Dates, Downloads, Import Guide
You have a Morgan Stanley wealth management account, an ETRADE account that Morgan Stanley now owns, and RS...
Read guideTurboTax 1099-B Import Not Working? Here's How to Fix It in 2026
It's 11 PM on a Sunday. You've been staring at TurboTax for two hours. You click "Import" for the third tim...
Read guideConvert 1099-B PDF to TurboTax TXF in 60s — Free Preview
Quick Path: Convert Your 1099-B PDF to TXF You don't need to read this whole guide. If you already have you...
Read guideReady to Convert Your Morgan Stanley 1099-B?
Upload once and download your TXF for TurboTax in under a minute.
Free preview · Sign in with Google or email — no password needed