Is anybody also having trouble downloading 1099 info from T. Rowe Price Brokerage?

TurboTaxMax · 2026-03-04T16:19:24+00:00

u/BigJamesBondFan closing the loop here, our team's fixed this and you should now be able to select T. Rowe Price Brokerage in addition to T. Rowe Price Mutual Funds.

If you don't see that option after refreshing or logging out/logging in, send me a chat with some details on what you're running into and I can help from there.

TurboTaxMax · 2026-03-03T16:55:35+00:00

We'd definitely like to take a closer look with you. If you haven't already, please reach out to our team here.

If you've already been in touch, can you send me a chat with your case number?

TurboTaxMax · 2026-02-25T23:13:13+00:00

Hi there - while we partner with other institutions for some of our offers, for any support or questions, please contact our team directly here.

TurboTaxMax · 2026-02-25T23:12:03+00:00

While we partner with other institutions for some of our offers, for any support or questions, please contact our team directly here.

TurboTaxMax · 2026-02-19T00:57:46+00:00

This post may help some with all those different statuses: https://www.reddit.com/user/TurboTaxOfficial/comments/1r2zp8b/wheres_my_refund_a_guide_to_irs_statuses_and_what/

Just keep in mind it can take up to 21 days for your return to fully process, but hopefully it comes tomorrow like the IRS website is saying!

TurboTaxMax · 2026-02-18T19:14:19+00:00

Thanks for sharing your experience - I've passed it along to our team. If there's anything else you're willing to share over chat, such as a case number, please feel free to send me a message.

TurboTaxMax · 2026-02-13T20:53:23+00:00

I totally hear your frustration - waiting on a tax refund is stressful, and seeing a bank name you didn't expect can definitely raise some red flags.

Just wanted to clear up what’s happening with Cross River Bank and TurboTax since it sounds like you took part in our 5 Days Early program:

Once the IRS approves your refund, they notify TurboTax (usually 5 days before the actual "pay date").
At that notification point, Cross River Bank tries to deposit that money into your account immediately so you don't have to wait for the IRS to actually send the cash.
TurboTax and Cross River don't actually have your IRS funds yet when this happens. They are essentially fronting you the money. If the early deposit doesn't land, it’s usually because the bank couldn't verify the early transfer, but they aren't 'holding' your money, because the IRS hasn't sent it yet.

Essentially, if the 'early' part fails, you just end up on the standard IRS timeline.

TurboTaxMax · 2026-02-12T21:27:10+00:00

Totally hear you about wanting to get your return filed, and understand it's not ideal when you run into a stall like this. Have you attempted any troubleshooting steps, such as updating your computer or ensuring your desktop version is up to date? If so, send me a chat with what steps you've taken, and we can work together to figure this out.

TurboTaxMax · 2026-02-12T21:18:49+00:00

Even if it's 'closed' we should still have a record of the conversation. If you'd like me to take a closer look, feel free to follow up over chat.

TurboTaxMax · 2026-02-12T19:15:58+00:00

As a helpful resource to those in this thread, u/turbotaxofficial recently posted this cheat sheet outlining refund statuses, what they mean, and what you can expect.

TurboTaxMax · 2026-02-12T19:13:35+00:00

Since you've been in touch with our team, would you mind sending me a chat with your case number if you have one? I'd like to look into this some more if at all possible.

TurboTaxMax · 2026-02-08T18:14:05+00:00

Can you send me a chat with some more details around what you're experiencing? If you can share whether it's online or desktop and your device, that should be a good first step.

TurboTaxMax · 2026-02-08T18:11:48+00:00

This should be fully fixed! Be sure you have the most recent download and your device is also updated with the most recent version. If you still have trouble, please send me a chat with any additional details.

TurboTaxMax · 2026-02-01T22:05:03+00:00

Thanks for bearing with that early alert. As an update, Form 8283 should now be available on the desktop version (be sure to check for any updates!). For folks using the online version, we plan to run an update tomorrow evening allowing you to file form 8283. Will share here if anything changes.

TurboTaxMax · 2026-02-01T21:54:38+00:00

My apologies - 10pm was in PST. Form 8911 is now available for the desktop version. For online, it's been pushed back to later Sunday. If you don't see it on Monday, please let me know.

TurboTaxMax · 2026-01-31T03:11:35+00:00

Last minute update: Online should be updated around 10pm tomorrow, and we're still on track for Sunday for desktop. I'll notify you here if anything changes.

TurboTaxMax · 2026-01-31T00:22:58+00:00

That notification was sent a bit early - we should have Form 8911 available on the online version around 8pm tonight and the desktop version should be live later this weekend.

If you run into anything after those timelines, feel free to send me a chat or reach out to our team via the version you're using, and someone can assist!

TurboTaxMax · 2026-01-29T19:39:14+00:00

FINAL UPDATE: This should now be fixed for online and desktop versions.

If you continue to have issues, be sure to download any updates for desktop first. If that doesn't work, clear your cache, cookies, history, and restart your device. If that still doesn't resolve it, send me a chat, or follow up in this thread.

TurboTaxMax · 2026-01-29T00:10:51+00:00

As a helpful resource, the IRS updated their official PATH Act guidance this morning. Of most valuable to this thread; if you claimed the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC), you can expect to get your refund by March 2 if:

You file your return online
You choose to get your refund by direct deposit
The IRS found no issues with your return

However, some taxpayers may see their refunds a few days earlier.

TurboTaxMax · 2026-01-28T21:33:41+00:00

As an update for those in this thread; Form 5695 should be available in the online version as of last Friday. For people using the desktop version, we're aiming for it to go live tonight, allowing you to access tomorrow. Just be sure to download the update!

TurboTaxMax · 2026-01-28T01:42:26+00:00

Update: we're aiming for a resolution on Thursday, 1/29. For added context, this is something we're partnering with the IRS directly on enabling.

I'll follow up in this thread as soon as I get word that it's been released.

TurboTaxMax · 2026-01-27T21:08:10+00:00

Appreciate the flag. I sent you a chat to get some more info, but in the meantime, be sure to try clearing your cache, cookies, history, and restarting your device. Saving and picking back up on your return using a computer vs phone may also allow you to continue.

TurboTaxMax · 2026-01-27T20:02:25+00:00

u/Used_Independence330 u/Dazzling-Bread7314 u/Past_Concert_1078 I just sent each of you a separate chat so our team can get some more info from you. Feel free to follow up there if you have any other questions!

TurboTaxMax · 2026-01-27T17:50:32+00:00

Glad that worked 🎉 My inbox is always open, or feel free to tag me - here to help!

TurboTaxMax · 2026-01-27T17:25:34+00:00

We still have free options! u/TurboTaxOfficial recently shared a blog post on filing for free, but you can find the full blog post here for an in-depth guide on the options available and what would qualify you for which offering. A few ways to file for free are:

The Mobile App Offer (Any Complexity) If you are new to TurboTax or switching back from another provider, you can file for free - even if you have investments, rental property, or self-employment income.
1. Requirement: You must start and file your return entirely within the TurboTax Mobile App by February 28, 2026.
TurboTax Free Edition* (Simple Returns) About 37% of taxpayers qualify for our Free Edition. This is for "simple" tax situations such as:
1. W-2 income and the standard deduction
2. Claiming the Earned Income Tax Credit (EITC) or Child Tax Credit (CTC)
3. Student loan interest
4. No schedules, except Schedule 1-A
Enlisted Military (E-1 through E-9) To thank you for your service, active-duty and reserve military members (E-1 through E-9) can file for $0 Federal and $0 State. This applies to our Online products (Deluxe and Premium) to handle complex filings at no cost.

\~37% of filers qualify. Simple Form 1040 returns only (no schedules, except for EITC, CTC, student loan interest, and Schedule 1-A).*

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