Trying to transfer 2025 tax data (1099) from Wells Fargo results in a persistent loop. Ttax desktop. Specified only tax data on Wells Fargo site, get confirmation from WF of data sharing, and Ttax goes back to "Go to Bank."
Spent 40 minutes on the phone with Turbo Tax customer service. They screen shared and had me try various things, all to no avail. Finally advised me to enter manually.
Transferred data from Fidelity and Morgan Stanley with no issues.
