Anyone having luck connecting to Wells Fargo Advisors and getting the forms downloaded? I can connect fine and link the account, but then it gets in a loop

[LindaS5247]

Here are a few things you can try if you are unable to download your forms from Wells Fargo.

• Clear your cache and cookies. ‌Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.
• Temporarily disable your antivirus protection.
• Temporarily disable your pop-up blocker and firewall.
• Try using another browser like Chrome of Firefox.
• Change your Wells Fargo password to only alphanumeric characters (no special characters like #, $, %)
• Try using an incognito browser window
• Try selecting "Wells Fargo Clearing Services" instead of "Wells Fargo Advisors
• Log in to your Wells Fargo Advisors site directly to download your forms as a file for manual upload, or try again in a few days.
• Make sure third-party sharing is enabled in your Wells Fargo security center  
• If you are using TurboTax Desktop, you can manually check for updates for  your TurboTax program by clicking on "Online" in the black bar near the top of your screen and selecting "Check for Update"
   

Also see these articles for additional information:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

If you have any additional questions or information, please return to TurboTax Community and we would be glad to help you.

[dakaptain]

I am having the same trouble. Just getting ready to look at the replies, hope they help.

[dakaptain]

I changed my Wells Fargo password to something without any special characters and then logged in to TurboTax and used that password to log in to Wells Fargo Clearing Services and downloaded my tax documents. It worked just fine, thanks!