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June 3, 2019
Question

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?

  • June 3, 2019
  • 1 reply
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Tax file import error from T. Rowe Price due to incompatability with their Real Estate Fund. Apparently this one fund is causing a failure to import on all funds and investment and retirement accounts. Does anyone have a work around? I have 20 TRP accounts, and can’t navigate the entries myself. THe tax file upload worked like a charm in past years. TRP tech support was aware of the problem and came up empty and said it should work next year. Help!

1 reply

June 3, 2019

You can manually enter Category Totals in Lieu of Individual Transactions:

https://ttlc.intuit.com/replies/4926553  

July 15, 2020

TR Price advised me to change my password to one with no special characters. It did not help. I did enter category totals, but given how complex my 1099 is, I'm still woried that I'm missing something.  The two systems should communicate well ideally--especially since it was TRPrice that recommended TTax to me and offered a discount. Please send word that this needs a real fix. Thank you.

March 6, 2021

March 2021 - T. Rowe Price STILL has import problems. Error 103 (That didn't work. Try again.) and Error 902. Come ON TurboTax! Please fix your T. Rowe Price IMPORT PROBLEMS! Please!!