T-R--Morris
Level 2
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Apparently, having any zero balance accounts will foul the TRP to TT linkage. Also, having inherited accounts will foul the linkage. TRP used to have the option...
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Two likely issues:1) HAVING ANY ZERO BALANCE TRP ACCOUNTS CAN TOTALLY BLOCK THE LINKAGE BETWEEN TRP & TT.2) HAVING ANY INHERITED ACCOUNTS CAN ALSO BLOCK THE UPL...
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I worked with TRP to suppress the zero balance account data, tried again, failed again, and was then told that any "inherited" IRA accounts may block the connec...
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Spent 2 hours with TT support and could not bypass the failure to link the accounts to upload TRD 1099 data. Tried multiple browsers, clearing caches, switching...
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Unable to import TRP 1099 data. I was just told by a rep in the help system to "allow third-party access" through T.Rowe Price. This is not a thing.I had this s...
Activity Feed for T-R--Morris
- Got Cheered for Re: Uploading Importing T. Rowe Price 1099 data. February 22, 2022 7:04 AM
- Posted Re: You can manually enter Category Totals in Lieu of Individ... on Get your taxes done using TurboTax. March 27, 2021 12:04 PM
- Posted Re: Uploading Importing T. Rowe Price 1099 data on Get your taxes done using TurboTax. March 27, 2021 11:29 AM
- Posted Re: Unable to download 1099 data from T. Rowe Price. Web access to TRP is fine so issue seems to be on TurboTax side. on Get your taxes done using TurboTax. March 27, 2021 11:15 AM
- Posted Re: Unable to download 1099 data from T. Rowe Price. Web access to TRP is fine so issue seems to be on TurboTax side. on Get your taxes done using TurboTax. March 25, 2021 3:49 PM
- Posted Re: Unable to download 1099 data from T. Rowe Price. Web access to TRP is fine so issue seems to be on TurboTax side. on Get your taxes done using TurboTax. March 24, 2021 3:25 PM
- Got Cheered for Re: You can manually enter Category Totals in Lieu of Individ.... March 6, 2021 8:35 AM
- Cheered You can manually enter Category Totals in Lieu of Individ... for MarilynG. July 15, 2020 1:42 PM
- Posted Re: You can manually enter Category Totals in Lieu of Individ... on Get your taxes done using TurboTax. July 15, 2020 1:40 PM
- Cheered How to claim home office remodel for ksb. July 14, 2020 2:08 AM
- Posted Uploading Importing T. Rowe Price 1099 data on Get your taxes done using TurboTax. July 13, 2020 10:35 PM
- Cheered Can you still connect your T rowe Price account and pull and the tax data? I was able to just login last year and Turbo Tax pulled all the information. for apatel345. July 13, 2020 10:26 PM
- Posted Tax file import error from T. Rowe Price due to Real Estate Fund. This fund is causing a failure to import on all all investment and retirement accounts. Work around? on Get your taxes done using TurboTax. June 3, 2019 12:48 PM