I have PNC Investments account & another account. I successfully imported data for the other account. PNC import ID is correct. TT says it is incorrect? Any ideas?

I know that the PNC import ID is correct. TurboTax rejects even before I enter the password. Seems like TurboTax is expecting a particular format.

2060

Level 15

Apr 6, 2021 3:29:45 PM

PNC is listed 3 times on the import partner list ... make sure you are choosing the correct one. If you are still having issues contact the broker for import assistance to TT ... there may be a trick.

Returning Member

Feb 2, 2022 1:11:57 PM

Instead of identifying PNC as your institution, try using National Financial. National Financial is "processing" PNC's accounts. It worked for my 1099-DIV information.

Level 1

Feb 21, 2022 7:33:03 AM

This helped. Thank you

Intuit Alumni

Feb 22, 2022 9:22:25 AM

We are glad it helped. If you have questions, please feel free to ask.

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I have PNC Investments account & another account. I successfully imported data for the other account. PNC import ID is correct. TT says it is incorrect? Any ideas?