Free tool to convert your Morgan Stanley 1099-B Stock Plan Account PDF to a clean CSV file. Extract every transaction for TurboTax, Schedule D, or Form 8949.
Morgan Stanley issues 1099-B Stock Plan Account statements to employees and clients who sold stocks through their equity compensation plans. The PDF lists transactions organized by term (short-term vs long-term) and coverage status (covered vs noncovered securities). Each transaction includes the security description, CUSIP number, quantity, dates acquired and sold, proceeds, and cost basis. Our converter handles all Morgan Stanley 1099-B formats including consolidated tax statements and stock plan account forms.
Log into Morgan Stanley at Work (atwork.morganstanley.com), go to your Document Library, and download your 1099-B Stock Plan Account statement as a PDF.
Drag and drop your Morgan Stanley PDF into the converter on our homepage. It automatically detects the Morgan Stanley format.
See your total transactions, proceeds, cost basis, gains/losses, and wash sales at a glance. Verify the numbers match your Morgan Stanley statement.
Click Download CSV to get a clean file with all columns ready for TurboTax, H&R Block, or your CPA.
Also supports: Fidelity 1099 to CSV · Robinhood 1099 to CSV · Schwab 1099 to CSV