Get your taxes done using TurboTax

Thanks for the post and the possible workaround.  Although it didn't work for me, it did spur me to try again.  For me (and anyone reading this), if you are getting unrecognized User Name or Password when you try to connect TT to "Wells Fargo Advisors," what worked was the following.

 

I started to think about what changed from last year's tax filing.  Although the Wells Fargo (not the advisors) would connect, it was simply pulling a Wells Form that I was entering my credentials in.  The Wells Fargo Advisors is only connecting through the API.  Which means in plain English, TT is passing your credentials to the Advisor.  So what changed from last year?  I updated my password. 

 

The problem is, although the password was legal for use directly with Wells Fargo, it wasn't because I had two special characters (i.e., @, !, #, $, % sort of character).  It's a legal password for WF, and other programs like Quicken allow them, so I do think it's broken on the Intuit Turbotax side.  

 

Try to create a password between 8-32 characters, with at least 1 alpha character and 1 number and NO special characters.

 

It worked like a charm for me.

 

THIS IS STILL A TT ISSUE THAT SOMEONE IN TURBOTAX NEEDS TO ESCALATE TO TIER 2/3 SUPPORT.  ITS A DEFECT GIVEN THE FACT THAT WF ALLOWS SPECIAL CHARACTERS.  PLEASE FIX FOR NEXT YEAR