Kat
Level 15
Level 15

Get your taxes done using TurboTax

Are you using the right process to import your 1099-B from Wells Fargo Advisors?  You'll access the import feature through your TurboTax program, and select Wells Fargo Advisors from the list of import partners (within the program).  Once you've selected Wells Fargo Advisors, you'll be asked to login to your personal account with Wells Fargo.  

 

See the TurboTax FAQ I'm linking below for instructions on importing.

 

How do I import my 1099? 

 

 

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*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

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