I have tried both Wells Fargo selections using my Wells Fargo login and my Husband's. When I tried Wells Fargo Advisors I got an error message saying "Our system is currently unavailable. Please try again later or contact us at 1-877-879-2495 Option 2. " I called that number & asked to speak to tech support. I explained the problem after several minutes of conversation, the person I spoke with said it was a Turbo Tax issue 800-446-8848. When I called WFA, they said it was a TTax issue. Called my broker. He checked with their Tax Center. WF Tax Center couldn't help me other than to make sure that TTax was requesting 1099 from "Wells Fargo Wells Fargo Clearing Services, LLC. How do I do that? I tried Wells Fargo selection & received an email from WF that "data sharing enabled" Your accounts are now connected." This was on 2\26\2025. However, when I try to import from this selection, I get an error message "Something unexpected happened & we can't connect to Wells Fargo." After several more calls with no resolution, fast forward to today, I started a new return. Other than our personal info populated from last year's return, I tried again using WFA then Wells Fargo selections & received the same error messages.
