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.
1. H&R Block At Home sends the access information you provide (User ID & Password ) to T. Rowe Price's server for authentication and authorization (Authentication verifies your identity, and authorization verifies permission to fulfill a request.)
2. A secure pathway is established between T. Rowe Price's server and H&R Block At Home.
3. 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 which 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 T. Rowe Price 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 husband or wife 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 re-import the data. You should review the re-imported H&R Block At Home program data against the corrected T. Rowe Price 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 http://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.
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