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Get your taxes done using TurboTax
When trying to import from Wells Fargo please SEARCH for the bank name in the search bar. Banks can have many portals. For Wells Fargo there are 3 possible portals (Wells Fargo, Wells Fargo Advisor, etc) It is my experience that most individuals who have consolidated tax summaries, 1099-div, 1099-int, 1099-b need to import from the Wells Fargo Advisor portal.
You can try clearing the cache on your computer as follows:
https://ttlc.intuit.com/community/troubleshooting/help/how-to-clear-your-cache/00/26135
Also, you can try logging in using a different browser or computer if you have one.
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‎July 1, 2020
6:03 AM