Can’t import WellsFargo Advisors 1099B

[MooreM]

Every year I can only import mortgage info from Wellsfargo.  Neither WellsFargo Advisors or WellsTrade will work.  TurboTax is the problem, the special character in the password is the problem!  I shouldn’t have to change my password bc TurboTax can’t recognize a password!

[JamesG1]

In TurboTax Premier Online, you may be able to enter the IRS form 1099-B by manually entering the form or entering the form using summary information.

To enter the form manually In TurboTax Premium Online, follow these steps:

1. Down the left side of the screen, click Federal.
2. Down the left side of the screen, click Wages & Income.
3. Click the down arrow to the right of Investments and Savings.
4. Click to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
5. Click Add investments.
6. On the Let's import your tax info screen, select Enter a different way.
7. On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
8. At the screen Which bank or brokerage, enter the information.  Click Continue.
9. Do these sales include any employee stock, enter No.
10. Do you have more than three sales, enter Yes.
11. Do these sales include any other types of investments, enter No.
12. Did you buy every investment listed, enter Yes.  Continue.
13. On the screen Now, choose how to enter your sales, select One by One or select Sales section totals.

If you enter Sales section totals, create a .PDF of the IRS form 1099-B to upload into TurboTax Online.