Automatically import tax data from your T. Rowe Price accounts into your H&R Block At Home™ return and eliminate manual typing. Import IRS Forms 1099-DIV, 1099-R, 1099-INT, and 1099-B tax data from your T. Rowe Price individual mutual fund accounts, IRAs, and Brokerage accounts.
1099 tax form data for tax year 2012 will be available in late January 2013 for most individual mutual fund accounts and IRAs. The T. Rowe Price Real Assets Fund, T. Rowe Price Real Estate Fund, T. Rowe Price Global Real Estate Fund, and T. Rowe Price Small-Cap Value Fund tax forms will be available in mid-February. If you are importing your Brokerage or Brokerage Advantage account tax information directly into a tax preparation product such as H&R Block At Home, this capability will be available on March 1, 2013.
Please note: This importing capability currently is not supported for T. Rowe Price workplace retirement accounts. You will need to enter these data manually.
- What Are H&R Block At Home Tax Programs?
- When I Use H&R Block At Home Programs to Download My Tax Information, Does H&R Block At Home Save My Account Information?
- What Types of Accounts Are Not Eligible to Import Tax Information Into H&R Block At Home Programs?
- Is Cost Basis Information Imported Into H&R Block At Home Programs Limited to Transactions That Are Reported on Form 1099-B?
- Does H&R Block At Home Programs Import Wash Sale Information?
- Will Using H&R Block At Home Programs Stop Me From Receiving My T. Rowe Price 1099 Consolidated Tax Statement in the Mail?
- If I Have Multiple Accounts, How Do H&R Block At Home Programs Determine Which Accounts to Import?
- What Should I Do If I Receive a "Corrected" 1099 Form in the Mail?
- Whom Should I Contact If I Have Trouble Importing Data Into H&R Block At Home Programs?
- What Password Do I Use to Import Tax Information Into H&R Block At Home Programs?
- Is T. Rowe Price Client Account Information Protected in H&R Block At Home Programs?
H&R Block At Home tax programs are software and online applications that can assist you in the preparation and filing of your federal and state tax returns. Using H&R Block At Home programs, you can import your T. Rowe Price 1099 Consolidated Tax Statement information directly into H&R Block At Home programs, eliminating the need to enter the information manually. You must obtain H&R Block At Home programs independently. It is not provided by T. Rowe Price.
No. All of your account information used by H&R Block At Home is located and stored at T. Rowe Price. H&R Block At Home serves as an interface between your computer and T. Rowe Price.
- H&R Block At Home sends the access information you provide (user ID and password ) to T. Rowe Price's server for authentication and authorization. (Authentication verifies your identity, and authorization verifies permission to fulfill a request.)
- A secure pathway is established between T. Rowe Price's server and H&R Block At Home.
- Using the secure pathway, T. Rowe Price's server transmits your data to the H&R Block At Home program on your computer. H&R Block At Home accepts the data as-is from T. Rowe Price (that is, H&R Block At Home does not modify, filter, add, exclude, or block any data).
T. Rowe Price is using an industry standard Open Financial Exchange (OFX) server to provide the data to you over a secured Internet connection.
- Tax-deferred accounts (such as IRAs and retirement plans)
- Corporate accounts
Yes. Transactions that are not reportable on Form 1099-B, such as options sales, will not have their associated cost basis information imported. Even though T. Rowe Price may provide the cost basis and acquisition date information associated with sales transactions reported on Form 1099-B, it is your responsibility to verify and reconcile that information with Form 1099-B. Form 1099-B reports sales proceeds only and does not report gain or loss on a transaction.
No. You must check your own records to determine if you are correctly reporting any potential wash sale(s) transactions.
No. You will still receive your 1099 forms in the mail. The H&R Block At Home program import features are not a substitute for 1099 forms.
H&R Block At Home programs will import tax information for all accounts having the same Social Security number as the one you enter on the "Login to T. Rowe Price" screen. If a spouse has separate accounts or a joint account with the other spouse's Social Security number, the tax information for that account has to be imported separately using that Social Security number.
You can manually adjust your H&R Block At Home program return to reflect the "corrected" 1099 information or you can remove and reimport the data. You should review the reimported H&R Block At Home program data against the corrected 1099. Please note that the corrected 1099 is the official document sent to the IRS by T. Rowe Price.
For technical questions about H&R Block At Home product installation, usage, and functionality, you should go to hrblock.com/customer_support/.
Your password to import tax information into H&R Block At Home programs is the same as your T. Rowe Price password.
Any time you use an H&R Block At Home program import process and provide personal information (such as an account number or password), it is encrypted using Secure Socket Layer (SSL) technology. SSL protects information as it crosses the Internet. To support this technology, you need an SSL-capable browser. Microsoft's Internet Explorer 6.0 or higher is required to run the H&R Block At Home program; this version of Internet Explorer is provided on the H&R Block At Home program CD. The browser will activate SSL automatically whenever you use the H&R Block At Home program download. The 128-bit encryption is one of the most secure forms of Internet data encryption available.
state(s) to which you report. This material was not intended or written to be used, and it cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws.