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MTC-1
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Import from Fidelity & T Rowe Price Not working

Same problem as others are having - TurboTax flashes message that import was successful but no data transfer. And I never received the request for the MFA code for the T Rowe Price verification At least that function worked on the unsuccessful Fidelity import. Spent 45 minutes on the phone with a TurboTax rep last night on this issue - she did not have a clue. 

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2 Replies

Import from Fidelity & T Rowe Price Not working

@MTC-1 

 

You probably didn't accept a Strange Intuit Pop-up  (new this year) asking you to allow it access to your Device(s?). 

_______________________

See these discussions on how to reset your browser to "REALLY" alow the imports:

Solved: Re: Importing Brokerage data does not work

 

Solved: Re: vanguard brokerage update is available from Vanguard but not on turbo tax

 

 

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Import from Fidelity & T Rowe Price Not working

Two things.

1) T.Rowe Mutual funds has been working for almost a month, so the other response may address your overall problem..however if

2) Brokerage wasn't working, that was just resolved.  I escalated via BBB complaint and Brokerage appeared this am and was successful in importing my 1099's.

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