Taxes

Find tax documents.

Where can tax documents be found?

Tax documents can be located in the Documents tab in your Shareworks account.

If you do not see any documentation, then you do not have any tax documents available to you at this time.

As an employee, it is your responsibility to understand all tax implications that impact your equity and/or share purchase holdings.

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Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2023 Morgan Stanley Smith Barney LLC, Member SIPC.

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