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Tax file import error from T. Rowe Price due to Real Estate Fund. This fund is causing a failure to import on all all investment and retirement accounts. Work around?
Tax file import error from T. Rowe Price due to incompatability with their Real Estate Fund. Apparently this one fund is causing a failure to import on all funds and investment and retirement accounts. Does anyone have a work around? I have 20 TRP accounts, and can’t navigate the entries myself. THe tax file upload worked like a charm in past years. TRP tech support was aware of the problem and came up empty and said it should work next year. Help!
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June 3, 2019
12:48 PM