Hi everyone,
I ran into the same frustrating error trying to import my Wells Fargo tax documents into TurboTax, but I think I found a workaround that might help.
Here’s what worked for me:
Log into your Wells Fargo account
Go to the “Manage Access” section and delete access for both:
Back in TurboTax, try importing again:
First, I tried importing from Wells Fargo, but it only pulled in my mortgage info—not helpful.
Then, I selected Wells Fargo Advisors in the import list (using the same Wells Fargo login), and it successfully pulled in my 1099-INT and 1099-DIV forms.
I was getting the same errors with the Wells Fargo Advisors option earlier, like many others here, but after removing access for Intuit and Plaid, it finally worked.
I hope this helps someone else! I had a lot to import, and since I’m impaired, entering everything manually would’ve required filing an extension. Luckily, this worked.
Good luck!
—Thanks, ChatGPT, for helping me write this up clearly. (it transforms my random babble into coherent stuff)
