看看有没有收到这样的email，两套1099会分别显示系统转换之前和之后的交易。我也碰到turbotax不能完全导入的问题，最后懒得等他们修复就手动填了。 Important: If your E*TRADE account transferred to Morgan Stanley Smith Barney LLC (MSSB) in 2023, you may receive multiple tax forms for 2023: tax forms for your original E*TRADE account reflecting reportable activity with E*TRADE Securities LLC before the transfer date, and additional tax forms for your transferred account reflecting reportable activity with MSSB after the transfer date. These tax forms contain information related to different transactions and you and your tax advisor should consider and review all tax forms received when preparing your 2023 income tax return. Remember, if you have additional accounts with Morgan Stanley, you’ll receive separate tax forms for those accounts, which will be available on Morgan Stanley Online.
Important: If your E*TRADE account transferred to Morgan Stanley Smith Barney LLC (MSSB) in 2023, you may receive multiple tax forms for 2023: tax forms for your original E*TRADE account reflecting reportable activity with E*TRADE Securities LLC before the transfer date, and additional tax forms for your transferred account reflecting reportable activity with MSSB after the transfer date. These tax forms contain information related to different transactions and you and your tax advisor should consider and review all tax forms received when preparing your 2023 income tax return.
Remember, if you have additional accounts with Morgan Stanley, you’ll receive separate tax forms for those accounts, which will be available on Morgan Stanley Online.
哦，我没太注意。 我周一打电话问问吧，手动输入交易可太多了。
我觉得奇怪的是股票分红1099div，好像是有两个q在一张表，另外两个q的分红在另一张表。 股票交易的1099b好像是9月前后分开的。