Serious problem when linking self-employed expenses from a Wells Fargo account.
When I attach the account, it at first only links .01% of expenses. After several times refreshing it links 25% of expenses (expenses only from Jan 1- Apr 4).
I have spent over 5 hours with customer service troubleshooting to no avail.
I’ve tried:
-unlinking and relinking the credit card
-clearing cache and cookies
-different browser
-starting entire process over from scratch
-resetting my TurboTax access (on the Wells Fargo app)
-different computer
-changing my WF password (read somewhere that simple passwords without symbols are better ingested into TurboTax)
Customer Service told me that “there’s no problem” with TurboTax’s expense uploads but still cant fix it.
Any ideas?
