Turbo tax Premier 2025 can't import brokerage data because my brokerage does not appear in list of institutions as it has in past years.

[barryjedrick]

Brokerage is T. Rowe Price Brokerage. Please add to list.

[baldietax]

posting here likely won't resolve this sort of issue, you should call Turbotax directly (and possibly T Rowe Price)

[KarlMarx · Accepted solution]

I have encountered the same problem with T Rowe Price Brokerage 1099 import into TT (posted earlier in a different thread and re-posted here) 

In my TurboTax 2025 desktop version " T. Rowe Price Brokerage" does not show up in the import list for importing 1099 docs even though it is listed in the TurboTax directory of 1098/1099 importable institutions !

The problem is that the T Rowe Price brokerage accounting is managed by a 3rd party (BNY Pershing) and that cross-connection apparently fails. If you try to import via BNY Pershing  it does not work either. 

Something has to happen here !!!! I am tired of typing in transactions manually. @intuit TurboTax team: since you advertise in your product  that T Rowe Price Brokerage 1099 is supported for import into TurboTax you have to deliver ! I expect a fix for this in the next upgrade . Thank you.

[baldietax]

how much are you typing in manually - most 1099Bs can just be input at summary level unless you have basis adjustments for wash sales and AMD those are better input at detailed level to avoiding sending more detail to IRS.  The rest of the transaction detail is not needed to file.

[iguanaenema]

Replying to boost - same for me BNY Pershing on TT Deluxe Win11. Has always worked until this year!

[leqhung]

I have similar problem.  TRP Brokerage Account is not showing up in list of institutions for import from my Mac Desktop Turbotax Premier Software.

[labdog2x]

I totally agree that is the whole point of having a premier version

[user17724966062]

Just tried again (March 2nd), T. Rowe Brokerage is still not available in the Turbo Tax list of institutions.

[MarilynG1]

Remember that the IRS already has copies of all your 1099's.  The only thing required in a tax return is a Category Summary Total.

@user17724966062