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Get your taxes done using TurboTax
The problem is now solved for me. Instead of using the TurboTax request for data from Wells Fargo (since I log into Wells Fargo on the web rather than Wells Fargo Advisors), I tried having TurboTax request data from Wells Fargo Advisors (using the same username and password as for my Wells Fargo account). I was able to import all of my data properly using this method.
‎April 5, 2025
10:54 AM
2,798 Views