Wells Fargo Advisors Import still not working

[William4493]

I could not unlink the IRA's - the WF rep Friday said that he could, but the rep today said that she could not.  It seems that if there are too many transactions, you are not able to access the WF site thru TT.

I still do not understand why TT has to import all transactions - after all, if I enter by hand, I am only going to enter the summaries.

[cjob]

@William4493 

If you go to imported transactions from the Income menu, you can select what type of F1099's you wish to have imported.  Or at the screen where you input your user name and password there is a "manage import" option that lets you do the same.  Additionally, once the import is functional you will be able to select the specific accounts you wish to import from - at least you could in previous years.  

With respect to importing just summary level detail, if you have any 1099B transactions - sales/exchanges of assets (short term/long term capital gains), the IRS for many years has required full details to be input.  Can no longer input a single line such as "Detail available, various dates, etc.  

So, if you don't have many transactions, you can absolutely input things manually.  You could input things manually if you had hundreds of capital gain line items if you so desired.

[iras]

Certainly you can input everything manually, but then what advantage is there to spending $60 on TurboTax? Sadly, I use both Chase Bank and Wells Fargo Advisors, neither of which currently have working importing. From the programmer side of me, this speaks of poor interface beta testing. This is clearly a TT issue, as large organizations like Chase or Wells Fargo rarely alter their interface protocols. Come on TT, OWN it and FIX it!

[William4493]

If you go to the import from Sale of Stocks, Bonds, etc, you do not get the option to manage what to import, but if you go to the Dividend Income you are given that option.

I have used TT every year since 1991 and I am wondering if maybe I need to try a different software company next year.  

[cjob]

@iras 

Agree completely.  I was just answering William4493's query about why TT is having to import the detail.  

[cjob]

@William4493 

Agree.  It's certainly a cluster this year.  

[dwadsworth]

WF stated this morning  (2/22 0740 CST) that the problem was that TT could not handle  special characters in the password.  They said to change password to removed them and try in a day or two.  I changed it and tried again with the same result.  

[cjob]

Ok.  Called TT again this AM.  Actually, got a US based technical support representative which made the dialog so much easier.  He is adamant that this is a WFA issue and not a TT issue.  So, I guess we continue to make WFA support miserable with complaints?  And the phone number that is provided with the error message is pretty worthless.  

[cjob]

Ah.  My advisor just contacted me.  The response from WFA now is that "they are working on it" and "hopefully by end of day today."  He said their inboxes are full of people calling and emailing.  So at least they are now acknowledging a problem and are working to fix it.

[William4493]

So the other brokerages OK with their downloads?  Yesterday, I was reading that it wasn't only WFA that had a problem.

[cjob]

Don't know.  The only other one mentioned on this thread was Wells Fargo Banking.

[iras]

At this point I can tell you that Chase is also not working. Etrade works. But Chase and Wells Fargo are two of the largest bank/brokerages in the country.  If you're going to cheap out on testing the interface protocols,  at least get your big ones right.

[overserved]

Fidelity and TD Ameritrade worked fine for me...

[William4493]

Friday, a WFA rep told me to change my password even though it did not have a special character in it. 

It seems to me that any error message should indicate the reason for failing - if it is a password or user name problem, then say so; if it is due to too many transactions, say so - just don't say that the site is unavailable at this time!

[William4493]

Tried again to upload - contacted the phone number on the error message - instead of option 2, I say, "TurboTax".  When I got a live person, he put me on hold - when he came back on, he said that they knew about the problem and that they were working on it and to try later in the week.  He did admit that it is a WF problem.