Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Apr 6, 2021 3:23:56 PM

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.

0 4 2056
4 Replies
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.