Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Mar 30, 2022 11:37:45 AM

Cannot import from Wells Fargo

I can't import from Wells Fargo into TurboTax. Tried multiple times. Keep getting "This import was unsuccessful"

Not sure whether it's a TT or WF issue but either way very frustrating. Too much data to enter manually.

Saw other people facing the same issue. 

 

Any suggestions?

 

0 9 3308
9 Replies
Level 1
Mar 30, 2022 11:50:18 AM

It's weird. I have been trying this for multiple days and failing.

Right after posting this message, I tried again a couple of times.

The 2nd time I saw an "Updating Partner Info" message and then my import worked!

New Member
Mar 30, 2022 12:01:53 PM

Keep trying!!  Wells Fargo worked fine for me but E*trade not at all resulting in manual inputs and mailing info to IRS.  Wish Turbotax worked better with 1099B's.  Sharing your pain.

New Member
Apr 6, 2023 9:25:57 AM

I am having the same issue. They both keep blaming each other. WF tells me I am the only one having a problem.

New Member
Apr 6, 2023 10:00:34 AM

Keep trying.  Maybe late at night when less web traffic will work.  Had same problem but eventually got info.

Intuit Alumni
Apr 6, 2023 10:05:11 AM

If you are using TurboTax Online, you may want to try a different browser or try clearing out your browser's cache and cookies. Please see How do I delete cookies? and How to clear your cache for more information. 

 

Please see What if I can't import my 1099? for instructions. 

 

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

@kkoterba01 
 

New Member
Apr 6, 2023 10:17:47 AM

I had a similar problem with JP Morgan Chase.  I tried to import from several accounts at once but some apparently had no info to import.   When I tried to import from just one account it worked.

Level 1
Apr 8, 2023 1:13:07 PM

I am having the same problem.  If TurboTax cannot import my documents, then maybe I should stop paying for TurboTax.  Or, is TurboTax involved in false advertising claims?  TurboTax CANNOT import from Wells Fargo and no such claim should be made!

Intuit Alumni
Apr 8, 2023 1:23:26 PM

Please feel free to contact Customer Support so you can speak with a TurboTax representative who can assist you.

@Taxable 
 

Level 1
Apr 8, 2023 1:41:58 PM

I changed my password on wells fargo to something straightforward and then it worked. Then I changed it back to something secure. WF is the only one that causes problems EVERY YEAR