Import WF 1099

kokjohnj — Mon, 23 Feb 2026 12:20:03 GMT

Import for Wells Fargo 1099 does not work?

Re: Import WF 1099

HopeS — Fri, 17 Feb 2023 15:04:29 GMT

Please make you are selecting the correct option in Wellsfargo which might be Wells Fargo Advisors. You may want to contact Wellsfargo as well to confirm you are selecting the correct option to import.

Depending on the number of transactions you could also enter them manually using the following step 4 in the instructions below:

Here's where you enter or import your 1099-B in TurboTax:

Open (continue) your return, if you haven't already
Locate the search bar. Search for 1099-B, then select the Jump to link in the search results
Select Okay! on the screen Time to kick off your investments! OR Yes on the screen Did you sell any of these investments? then Continue
- If you see Your investments and savings or Your investment sales summary, select Add investments or Add more sales
When you reach Let's import your tax info, choose how you want to enter your 1099-B:
- To import your form, select your brokerage or financial institution from the list. Enter your sign-in credentials for your account, then select Get my form
- If you want to enter your 1099-B manually, select Enter a different way, then select your investment type on the next screen
On the following screens, answer the questions about your 1099-B
When you reach the Review your sales screen, the form you just entered should be listed
- If you need to add another 1099-B, select Add another sale. Otherwise, Continue

@kokjohnj

Re: Import WF 1099

kokjohnj — Fri, 17 Feb 2023 15:43:20 GMT

My issue is after I do my two part log in to wells fargo, I receive error message (this import was unsuccessful) and guides me to enter manually but I have 300 transactions in my brokerage account

Re: Import WF 1099

MoniqueLO_ — Fri, 17 Feb 2023 19:15:36 GMT

Please see this Help Article for important information, such as import instructions.

If you need additional assistance, please feel free to contact Customer Support so you can speak with someone who can assist you.

@kokjohnj

topic Import WF 1099 in Get your taxes done using TurboTax

Import WF 1099

Re: Import WF 1099

Re: Import WF 1099

Re: Import WF 1099