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Tax Forms & Information

Intuit, TurboTax®, and TurboTax® Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries. Other parties™ trademarks or service marks are the property of their respective owners.

T. Rowe Price does not provide tax advice. It is important that you consult a professional tax advisor regarding your individual tax situation. It is important to understand that the tax information imported from T. Rowe Price to H&R Block® Online and Tax Software products may not be all of the information required for you to properly complete the investment income portion of your federal and/or state tax returns. It is essential that you complete the H&R Block® Online and Tax Software Interview and/or Review processes in their entireties and that you provide full and complete answers to ensure that your tax information is correctly reported to the IRS and/or the 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.

Be sure to verify the information that you import with your own records in order to ensure accurate and complete reporting of all required tax information on your federal and/or state tax return(s). Although T. Rowe Price is providing the tax information import as an added service, T. Rowe Price does not guarantee that the information provided is sufficient for tax reporting purposes, and T. Rowe Price is not liable for your reliance upon or use of the import feature or the data provided through such feature. If you have specific questions regarding the preparation of your tax return, contact your tax advisor, the IRS, or the state(s) to which you report.

H&R Block® Online and Tax Software are registered trademarks of H&R Block®, Inc, in the United States and other countries. Other parties' trademarks or service marks are the property of their respective owners.