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Mint.com and TurboTax Services

You can follow the instructions below to connect your StockPlan Connect account with Mint.com or TurboTax accounts

Importing Your Form 1099 on Turbo Tax

  1. Access your tax filing through TurboTax and when TurboTax prompts you to import your tax documents, follow the instructions below:
  2. Go to File > Import and select “From Financial Institution”
  3. Enter “Morgan Stanley” into the “I’m looking for:” box
  4. Select “Morgan Stanley StockPlan Connect/Benefit Access” and click the “Continue” button
  5. Enter your StockPlan Connect/Benefit Access User Name and Password and click the “Continue” button
  6. Your Form 1099 will be displayed on TurboTax. Click on the “Import Now” button to import into your current tax return.
  7. To view your Form 1099 after import, go to View and select “Forms”
  8. Select Form 1099 in the left hand column to view it on screen

Adding Your Stock Plan Account to Mint.com

  1. Go to www.mint.com
  2. Sign up for an account or log into your existing account
  3. Go to the “Accounts” tab at the top of the page
  4. Click on the “+ Add Account” button
  5. Enter “Morgan Stanley” into text box at the top of the page and hit “Search”
  6. Select “Morgan Stanley Stock Plan Connect–Benefit Access”
  7. Enter your stock plan account User Name and Password
  8. Return to the Mint.com homepage to see your Benefit Access/StockPlan Connect account included under “Investments” on the left-hand side of the screen
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