Wells Fargo Advisors Import still not working

[cjob]

Has anyone been able to import their F1099's from WFA?  Day 3 and I still get error messages from TT.  WFA says the files have been ready since the 17th.  And "no", it's not a situation where I don't know my username or password.  Lol.

[cjob]

So TT says the problem is WFA and WFA says the problem is TT.  How surprising.  But WFA did verify the 1099's are available for import.  So now I'm back on hold with TT.  Sigh.

Anyone else having this issue?

[iras]

Yup, same thing here.

[marjcr]

I also have been trying to download since yesterday.  No luck.  WFA has also referred me to TT.  However, WFA did tell me that "Turbo Tax is not allowing special characters in the password".  As a result I changed my WFA password and tried again, no luck.  I called back WFA a second time and the help desk person said "TT has been having trouble with imports from us so you might want to wait a bit longer and try again"

[cjob]

TT kept denying there was a problem the second time I called.  The reason I was given was that their technical department had no open cases there was anything amiss.  My reply was, why haven't they already opened a case?  I'ld already called once and now have been on the phone for over an hour!  Not much of a reason as to why it had to be a WFA problem.    But Quicken and WFA have some of the same he said/she said issues every time something goes wrong.

[kkbevard]

I'm having the same issue. I can import 1099s from my other financial institutions, but cannot get the import to work with WFA.

[cjob]

It would be very nice if TT would respond to this thread with an update or issue some announcement that they are working to get this issue resolved.  And again.  I can't stress to them enough, this is Wells Fargo Advisors, not Wells Fargo Banking.  Two very different entities.  I know with Quicken it took them awhile to realize the difference.  

[overserved]

Yes, Same thing.  I got rid of special characters in my password but the problem persists.   I have a case #28695034  open with Wells Fargo.  Problem feels more like its on the WFA side.  To trouble shoot I intentionally entered an incorrect pw and got an almost immediate "invalid user ID or password" error.   Very different from the error code from this problem.  The error  for this problem seems to be coming from WFA (2000:22: AC 200) or (2000:22:D0x00230001-xxxxxxxx).  I have successfully imported from other institutions including Fidelity and TD Ameritrade.  

[kkbevard]

Thanks. Perhaps I'll open a trouble ticket with WF as well. In previous years, I've had no problems importing data from Wells Fargo Advisors. Just seems to be a problem this year. 

[cjob]

@kkbevard 

Couldn't hurt to.  More people griping the more they might focus on fixing it.  And I have never had this type of problem with TT or any financial institution before and I've been using TT since......1994?  Long before there was such a thing as downloading.  Lol.

[cjob]

Ok.  Ever hopeful I tried this again today.  When opening TT I had a brief message it was uploading "partner" information.   Ooooo.  Maybe it will work.  Went to the 1099 import screen and get the same flash of a message.  Oooo.  Tried to import.  Same error message.  Such high hopes.  Oh well.  Guess I'll try to wait until Tuesday.

[overserved]

Same here.  I even tried signing into Wells Fargo Bank via TT to see if I could download my 1098.   It also failed and said something like Import failed but you can key it in .....  I have also tried the TT WFA login from a different pc and have the same failure pattern.  Hopefully this gets escalated to the right people who can diagnose what is occurring and fix it. (after the Monday holiday)

[cjob]

@overserved

Very odd that Wells Fargo Banking isn't working either.  

[William4493]

It is my opinion that the problem is the number of transactions - why does TT import all transactions?  Why not just the summaries??

I called WF Friday and today (Monday) - I was told that WF team was working with TT.  I even changed my password - no difference, still couldn't download.  I asked what constituted a transaction because I do not trade very much - every dividend, every sale, every reinvestment, etc.  I can see where the maximum could be easily surpassed.  

I asked WF to unlink my IRA's since I had already entered those by hand - one of the reps Friday said that he could do it, but the rep today said that it could not be done.

[overserved]

I agree it may be a size issue but normally the next screen you see let's you pick which WFA accounts you import.  Once you select accounts and actually start the import you would expect the size issue to occur.  Unless it is running into an issue with the number of accounts linked to the userid.   Did you attempt it after unlinking the IRAs?