Spent 2 hours with TT support and could not bypass the failure to link the accounts to upload TRD 1099 data. Tried multiple browsers, clearing caches, switching to a TT download version. Nada.
I called TRP tech support and they said that the issue is 99% likely to be that I have some mutual fund accounts in my account showing a zero balance. For some reason, this stops the upload cold. In past years, the business customer service side of TRP had the ability to "temporarily suppress the 0 balance account data" that bypassed the issue. Unfortunately, TRP did away with this option in 2020 due to security concerns.
