topic I am trying to import tax statements for my PNC investment account. I follow the instructions and keep getting the follwoing error:The value you entered is incorrect in Get your taxes done using TurboTax

I am trying to import tax statements for my PNC investment account. I follow the instructions and keep getting the follwoing error:The value you entered is incorrect

Camar0guy — Mon, 23 Feb 2026 13:37:58 GMT

I follow the instructions to a T and keep getting the following error: The value you entered is incorrect. To obtain your Import Id log into PNC Online Banking Total Insight and click the Quicken button on the transaction menu.

I try the national financial work around without any success..

Re: I am trying to import tax statements for my PNC investment account. I follow the instructions and keep getting the follwoing error:The value you entered is incorrect

xmasbaby0 — Thu, 02 Feb 2023 07:07:02 GMT

You are probably trying to import too soon. Usually financial institutions have the information online for you to view or print earlier than they have it ready for importing into the tax software. It is often about mid-February before you can import 1099R's, 1099B's , etc.

Re: I am trying to import tax statements for my PNC investment account. I follow the instructions and keep getting the follwoing error:The value you entered is incorrect

kenyon80 — Mon, 02 Mar 2026 21:33:17 GMT

Same issue here with the desktop software version. Read that sometimes there is delay in availability of import even after PNC issues PDF's to clients. Contacted my banker- will followup if I hear anything.

Re: I am trying to import tax statements for my PNC investment account. I follow the instructions...

MarilynG1 — Tue, 03 Mar 2026 01:10:06 GMT

Instead of identifying PNC as your institution, try using National Financial. National Financial is "processing" PNC's accounts. This worked for other users.

@kenyon80

Re: I am trying to import tax statements for my PNC investment account. I follow the instructions...

kenyon80 — Sun, 15 Mar 2026 15:24:49 GMT

Already tried that without success. Use PNC Private Banking and my rep said that they changed clearinghouses this past year and there will be no link, so have to just do manual input of total gains, dividends, and interest. The only pain was putting in the states for municipal bond interest, and manually adding up per state. No difference for online or downloaded TurboTax.