DON"T DELETE old data

Forum|Forum|4 months ago
March 8, 2026
3 replies
33 views

I imoorted my tax forms from t rowe price. When i want to import my wife's forms also from TRP, Turbotax wants to "delete old data to ensure return accurate. " NO, i dont want to delete mine, just add my wife's!! how do i do that????

JohnB5677

Level 15

If you filed separate returns with T-Rowe Price, they will have to be imported as separate tax returns in TurboTax.

If you have the Desktop software that can do up to 5 Tax Returns,

While in your tax return.
Go to the top left corner above the LOGO.
Select FILE
Save your file.
Then select start a new return.
Import your wife's data here,

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jkuplinskyAuthor

Level 2

I'm sorry, I don't understand the statement

"If you filed separate returns with T-Rowe Price, "

I don't file returns with TRP, I file it (one for me &wife) with the IRS. Maybe i'm missing something.

CatinaT1

Level 15

Helpful TurboTax Articles:

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

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