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Morgan Stanley MS Unrecognized Tax Benefits
Unrecognized Tax Benefits at other companies
Other financials
Where this comes from
Reported directly by Morgan Stanley in its filing.
Tagged under the XBRL concept us-gaap:UnrecognizedTaxBenefits.
The source filing: Morgan Stanley’s 10-K, filed February 19, 2026.
- Filed
- Feb 19, 2026, 4:42 PM EST
- Fiscal year
- FY2025
- Accession
- 0000895421-26-000086
| $ in millions | 2025 | 2024 | 2023 |
|---|---|---|---|
| Balance at beginning of period | $1,305 | $1,244 | $1,129 |
| Increases based on tax positions related to the current period | 211 | 202 | 147 |
| Increases based on tax positions related to prior periods | 78 | 132 | 141 |
| Decreases based on tax positions related to prior periods | (30) | (52) | (73) |
| Decreases related to settlements with taxing authorities | (2) | (174) | (79) |
| Decreases related to lapse of statute of limitations | (44) | (47) | (21) |
| Balance at end of period | $1,518 | $1,305 | $1,244 |
| Net unrecognized tax benefits1 | $1,347 | $1,159 | $1,090 |
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FAQ
- What is Morgan Stanley's unrecognized tax benefits?
- Morgan Stanley (MS) reported unrecognized tax benefits of $1.52B in Q4 2025.
- How has Morgan Stanley's unrecognized tax benefits changed year-over-year?
- Morgan Stanley's unrecognized tax benefits increased by 16.3% year-over-year, from $1.31B to $1.52B.
- What is the long-term trend for Morgan Stanley's unrecognized tax benefits?
- Over 5 years (2020 to 2025), Morgan Stanley's unrecognized tax benefits has grown at a 15.0% compound annual growth rate (CAGR), from $755M to $1.52B.
- What does unrecognized tax benefits mean?
- This represents the amount of tax benefits from uncertain tax positions that have not been recognized in the financial statements because they do not meet the 'more-likely-than-not' threshold. It reflects the company's exposure to potential tax audits and disputes with tax authorities. This is a key indicator of tax-related legal and financial risk.
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