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karrts
New Member

I need to have information from Wells Fargo Advisors to finish up my taxes but I don't see where to get that from. Last years I just had to choose the bank to have that p

 
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1 Reply
PaulaM
Employee Tax Expert

I need to have information from Wells Fargo Advisors to finish up my taxes but I don't see where to get that from. Last years I just had to choose the bank to have that p

Navigate to the section that your 1099-INT.1099-DIV or 1099-B belongs to.

  • Select My Account in your open return
  • Tools
  • Topic Search
  • Type ' 1099-INT (1099-DIV or 1099-B)' in the box, then select GO

Then enter the bank or brokerage to begin the import process.

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