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New Member
posted Mar 19, 2021 10:34:08 PM

Where on the 1099R form can i find the Wells Fargo Advisors Username, and the Wells Fargo Advisors Password????? PLEASE

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2 Replies
Level 15
Mar 20, 2021 5:09:21 AM

It is not on the 1099-R.   Rather, the program is asking for the User ID and password that you set up online for your Wells Fargo account.  Since you have the paper 1099-R, you can just manually type into Federal > Wages and Income > Retirement.  Scroll down to the bottom of that screen, and click on I'll Enter it Myself.

New Member
Apr 18, 2021 9:30:16 AM

thank you so very much, i greatly appreciate you!!!