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Investors & landlords
According to the below linked FAQ page at Wells Fargo Advisors, it looks like they use Wells Fargo Clearing Services.
https://www.wellsfargoadvisors.com/planning/goals/tax-center/faq.htm
On that FAQ page scroll way down to "Filing Your Taxes." Find the question "How do I upload tax data to TurboTax?" and expand that section to see the specific directions.
‎February 27, 2026
10:57 PM