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New Member
posted Apr 5, 2021 1:46:40 PM

Cannot import 1099B from Wells Fargo Advisors, message says try again in a few hours...this has been going on for a week!! WTFO?

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4 Replies
Expert Alumni
Apr 5, 2021 2:45:35 PM

If you're unable to import your 1099-B, click this link for info on How to Enter 1099-B.

 

If you have a large number of transactions, this link gives instructions on How to Enter a Summary in Lieu of Individual Transactions

New Member
Apr 13, 2021 2:29:02 PM

NOT helpful. Just more confusing when dealing with Wells Fargo Advisors paper 1099B. Why does TurboTax refuse to answer the simple question: "WHY can't I import 1099B info from Wells Fargo Advisors?"

Disappointed in this program/service.

Employee Tax Expert
Apr 13, 2021 2:59:38 PM

Please see the link below as you may need to enable third party access on the Wells Fargo side.  

 

1099 Import issues

Level 2
Feb 22, 2022 12:27:59 PM

I just got off of the phone with a TT customer support person (she actually called me, because I put a neutral happy face on one of the feedback questions - they have to call everyone who does not do a full smiley face or a 7 or less on the final rating - NICE!).

 

She told me that TT and Wells Fargo Advisors are still working on this known issue and there is not a "fix" date yet. Yes, I agree the standard line of "just do it manually is not acceptable". 

 

Yes, they both know about the upload issue (not working) and they are trying to fix it.

 

If you are like me and you want to file your taxes by 2/28 to get the very nice discount ($20 off of Federal and $10 off of State), then you can call them right before you pay for the filing (if you cannot get them filed because of this issue) and get a "voucher" code to still get your discount.