topic T.Rowe Price Brokerage not showing up for Import? in Get your taxes done using TurboTax

T.Rowe Price Brokerage not showing up for Import?

markmil11 — Tue, 17 Feb 2026 15:27:19 GMT

Hello,

Two issues:

1) Brokerage not showing up (this seems to be a 'every few year' issue). Mutual Funds are.

2)Support is horrendous. Called and after repeating myself at least 3 time, showing him the link of partners (which btw link is literally on the import list)..he escalates and while waiting, disconnects the phone.

Re: T.Rowe Price Brokerage not showing up for Import?

M-MTax — Tue, 17 Feb 2026 16:30:59 GMT

There are a few firms missing in the import list. Acorns, for example, is missing and Merrill just got added last week. You might want to give it a week or two and see what happens. I am aware of some friends, family, and clients who have accounts at Morgan Stanley (including E*Trade) and a couple of other brokerage firms who told them their consolidated 1099s won't be available until the first week of March.

Re: T.Rowe Price Brokerage not showing up for Import?

markmil11 — Tue, 17 Feb 2026 17:05:47 GMT

Yes, although the usual laggards (specific funds) already posted, brokerage should have been by end of jan. (it was posted on T.Rowe weeks ago).

Thx for response though. Of course, this was the most complex form and would take forever to manually enter which is another enhancement for Intuit to be able to scan these documents.

Re: T.Rowe Price Brokerage not showing up for Import?

BscottG58 — Thu, 19 Feb 2026 23:25:42 GMT

I am waiting for T Rowe Brokerage as well. I assumed that it wasn't listed yet because the forms were not available at this time. However, my wife's account tax forms are available. I downloaded and filled them out manually. This is disappointing, and I'm hoping that this is available by the time my tax forms are ready.

Re: T.Rowe Price Brokerage not showing up for Import?

markmil11 — Thu, 19 Feb 2026 23:43:37 GMT

We used to call this the 'military salute'...Intuit says its T.Rowe and T.Rowe says its Intuit.

Intuit Customer Service (second call, first guy couldn't spell Turbotax): Its T.Rowe, they won't open access at all until ALL forms are posted by the last scheduled dates (so for T.Rowe, EOM). Not entirely logical to me as i can login to T.Rowe and see documents as they are posted, but understand the technical distinction. In addition, one would think TT would at least have T.Rowe Price Brokerage as a selection (then not pull the info if not available) as they DID with Mutual Funds --This is why i think a Intuit Issue.

T.Rowe (Preferred Services) Rep: Its Intuit and we have had many calls and our tech team is Working With Intuit, thought they had it resolved (2 days ago).

We'll see. I'm going to wait until 3/1 because that form is a BEAR..and of course even with Premier, they don't enable PDF reading capability. (T.Rowe doesn't provide the txf format and i didn't want to use an online coverter to do it with my account/PII info).

Re: T.Rowe Price Brokerage not showing up for Import?

M-MTax — Fri, 20 Feb 2026 00:08:21 GMT

@markmil11 wrote:
We used to call this the 'military salute'...Intuit says its T.Rowe and T.Rowe says its Intuit.

The firm is listed in H&R Block's software in the event Intuit doesn't come through.

Re: T.Rowe Price Brokerage not showing up for Import?

markmil11 — Fri, 20 Feb 2026 13:15:42 GMT

Thats not realistic! Aside from i literally have everything done except this form, have history AND i paid for it!!

Worse case, i'll use a online converter to get the pdf into txf and import that way.

Re: T.Rowe Price Brokerage not showing up for Import?

M-MTax — Fri, 20 Feb 2026 16:51:04 GMT

@markmil11 wrote:
Worse case, i'll use a online converter to get the pdf into txf and import that way.

If that works, then do it that way.

Re: T.Rowe Price Brokerage not showing up for Import?

kewh — Mon, 23 Feb 2026 22:50:46 GMT

Same problem: "T. Rowe Price Brokerage" is not listed for importing, despite the fact that my 2025 1099 paper copy has been issued.

Like others who have reported this problem, I was able to get the T. Rowe Price Mutual Fund import, but not the Brokerage side.

The T. Rowe Price website instructions say to select: "...T. Rowe Price Brokerage Accounts to retrieve Brokerage accounts, and click Continue." TRP must think it's listed.

Could Intuit get this fixed?

Re: T.Rowe Price Brokerage not showing up for Import?

kewh — Mon, 23 Feb 2026 22:51:29 GMT

Just saw Acorns on the list today.

Re: T.Rowe Price Brokerage not showing up for Import?

BscottG58 — Mon, 23 Feb 2026 23:54:01 GMT

This is beyond frustrating. My T Rowe Price brokerage account has been listed on the website for over a week. I know I can enter everything manually, however there's an extensive amount of paperwork involved which is why I purchased the software as I do every year since they first began selling TurboTax. I can understand if it was an obscure brokerage firm. But we are talking about T Rowe Price one of the largest in the world. My brother and some friends purchase tax cut. They had no problems importing that T Rowe Price brokerage accounts. Intuit is selling higher priced software with the promise of completing your taxes as easy as possible. This is not been the case.

Re: T.Rowe Price Brokerage not showing up for Import?

markmil11 — Tue, 24 Feb 2026 13:25:30 GMT

duh huh?!..i said 'worse case'. Do you just post to post? Your responses aren't of any benefit and pretty "Captain Obvious".

Re: T.Rowe Price Brokerage not showing up for Import?

M-MTax — Fri, 06 Mar 2026 13:11:47 GMT

@markmil11 wrote:

duh huh?!..i said 'worse case'. Do you just post to post? Your responses aren't of any benefit and pretty "Captain Obvious".

[removed]

Re: T.Rowe Price Brokerage not showing up for Import?

markmil11 — Tue, 24 Feb 2026 18:47:55 GMT

Says the guy that recommends using H&R Software!!! LOL...your a joke.

Yeah, i really didn't come up with anything like as a worst case backup using a conversion utility from pdf to txf....I'm sure your all over that, hey bucko? (btw..others can actually use that as a backup as well, similar to me with complex returns and dont want to use H&R or brute force entry.

I'm POSTING here for others to join the bandwagon and hopefully Intuit will pay attention at its customer base complaining about functionality not working..A "Captain Obvious" response.

Now lets wait for another inane post 'just to post'

Re: T.Rowe Price Brokerage not showing up for Import?

M-MTax — Tue, 24 Feb 2026 18:55:41 GMT

@markmil11 wrote:
I'm POSTING here for others to join the bandwagon and hopefully Intuit will pay attention at its customer base complaining about functionality not working..A "Captain Obvious" response.

They don't care. You haven't noticed their financials, "obviously".

Re: T.Rowe Price Brokerage not showing up for Import?

markmil11 — Tue, 24 Feb 2026 19:00:57 GMT

No, i'm focused on getting my taxes done with a product i bought, OBVIOUSLY.

I think you must be a H&R Block employee, OBVIOUSLY?!

I realize now, the inane posts give points and award levels. So post more inane nonsense to annoy the adults trying to get taxes done with a product they paid for.

Re: T.Rowe Price Brokerage not showing up for Import?

M-MTax — Tue, 24 Feb 2026 21:12:26 GMT

@markmil11 wrote:
I think you must be a H&R Block employee, OBVIOUSLY?!

Not an H&R Block employee nor an Intuit employee. Sorry.

I was merely trying to point out what is currently supported by H&R Block and not (apparently) supported by TurboTax.

At the moment, TurboTax does not support T. Rowe Price while H&R Block does support that firm. On the other hand, TurboTax supports Merrill while H&R Block does not at the present time.

Not sure what you find objectionable about someone relaying, what is to some, useful information about the products.

Re: T.Rowe Price Brokerage not showing up for Import?

markmil11 — Tue, 24 Feb 2026 22:21:10 GMT

Not sure what you find objectionable about someone relaying, what is to some, useful information about the products. - Nonsense, anyone looking at your responses KNOWS nothing you post is of use. You are like a kid on social media, posting for dopimine hits and the 'feedback' giving you points/awards just on basis of post.

TurboTax does not support T. Rowe Price - NOT TRUE. Right now it fully supports T.Rowe Price MUTUAL FUNDS and this problem with BROKERAGE occurs every few years. They are late, people screech and ultimately added. You of course don't know either apparantly.

But do go one..i think you'll get some more points for useless posts.

Re: T.Rowe Price Brokerage not showing up for Import?

rpurdum — Thu, 26 Feb 2026 20:17:38 GMT

We're having the same TRP Brokerage import problem. Thanks for the info. The TRP IT said to try and download a second time. This only downloaded the mutual fund info; no brokerage data.

Re: T.Rowe Price Brokerage not showing up for Import?

markmil11 — Thu, 26 Feb 2026 20:28:22 GMT

They told you wrong. to be specific, when Intuit TT configures their directory (the partners) for import, you should see both.

T.Rowe Price Mutual Funds - showing, logging in and importing

T.Rowe Price Brokerage - NOT showing, thus not logging in and importing.

I've escalated (again) today with Intuit and have a case number. Todays rep although nice, doesn't know anything. All they can do is search their KB's and read them. Pretty sad support, almost as sad as the embicile M-Tax who posts inane/captain obvious responses to every post. Can't figure out if he works for H&R or just looking for dopamine hits from the community forum..lol.

I will post back if/when resolved. As you may know, they combine div/sells on same form so really long and nasty to manually enter. You can convert pdf into .xft but thats also messy and requires cleanup. Of course if TT was really on the ball, they would add the same capability (Control) to do the pdf conversion in like they provide for w-2's, etc.