topic Wells Fargo data won't transfer to Ttax in Get your taxes done using TurboTax

Wells Fargo data won't transfer to Ttax

Jhharkins1344 — Mon, 02 Mar 2026 07:48:41 GMT

Trying to transfer 2025 tax data (1099) from Wells Fargo results in a persistent loop. Ttax desktop. Specified only tax data on Wells Fargo site, get confirmation from WF of data sharing, and Ttax goes back to "Go to Bank."

Spent 40 minutes on the phone with Turbo Tax customer service. They screen shared and had me try various things, all to no avail. Finally advised me to enter manually.

Transferred data from Fidelity and Morgan Stanley with no issues.

Re: Wells Fargo data won't transfer to Ttax

CatinaT1 — Mon, 02 Mar 2026 13:28:00 GMT

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

Re: Wells Fargo data won't transfer to Ttax

KH474 — Mon, 02 Mar 2026 20:59:42 GMT

None of us are getting "success" message. The error message is

Let's head back to your bank to connect one or more accounts.

Those transactions will flow into TTWin on a faster, more reliable connection. (378)

The Local Network Toggle has been on.

Re: Wells Fargo data won't transfer to Ttax

Krroger — Tue, 03 Mar 2026 00:00:26 GMT

I'm having the same issue as the others on this thread. One recommended solution was to enter manually, but this is not an option for me due to the magnitude of transactions. If this cannot be resolved, I'd like a refund.

Re: Wells Fargo data won't transfer to Ttax

MarilynG1 — Fri, 06 Mar 2026 20:12:16 GMT

You can enter a Sales Category Summary, which is what we did before 'import' options became available. Here's How to Enter a Summary in Lieu of Individual Transactions. Did you try the LAN solution posted above?

Here's how to Get a Refund from TurboTax.

@Krroger

Re: Wells Fargo data won't transfer to Ttax

Krroger — Sat, 14 Mar 2026 00:39:41 GMT

I resolved this issue by selecting Wells Fargo Clearing Services rather than Wells Fargo when doing the import.

Re: Wells Fargo data won't transfer to Ttax

jenealogist66 — Tue, 07 Apr 2026 16:37:39 GMT

Wells Fargo says Turbotax changed a setting this year and won't sync with them.

The workaround is to change the password with Wells Fargo so it has no special characters. Turbotax isn't letting in any passwords with any special characters. But they said, it isn't guaranteed to work even then.

it did not help.

no other 1099's will sync either, from other companies besides wells fargo. usually things just sync. but we can't even get started and people have been in the hospital and we are running out of time.

calling turbotax isn't easy

Re: Wells Fargo data won't transfer to Ttax

jenealogist66 — Tue, 07 Apr 2026 17:23:20 GMT

More info:

When choosing "Wells Fargo" we get further than choosing "Wells Fargo Clearing Services", the second option giving the error message and the 1st option getting to where it seems to work but does not actually give us the actual data imported, but it does send us an email each time saying we connected successfully, which is not true exactly, but at least there is some connection happening.

We did the LNA thing. We went back to chrome as a browser, we turned off ad blockers, and we are trying the other things given by the reply. if anything goes through I will reply again.

Re: Wells Fargo data won't transfer to Ttax

CatinaT1 — Tue, 07 Apr 2026 18:51:32 GMT

Helpful TurboTax Articles:

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.