Solved: Has anyone had success importing tax data from www...
cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Has anyone had success importing tax data from www.wellsfargoadvisors.com?

If so, could you share your steps for importing?
1 Best answer

Accepted Solutions
Highlighted
Level 14
Level 14

Has anyone had success importing tax data from www.wellsfargoadvisors.com?

Are you using the right process to import your 1099-B from Wells Fargo Advisors?  You'll access the import feature through your TurboTax program, and select Wells Fargo Advisors from the list of import partners (within the program).  Once you've selected Wells Fargo Advisors, you'll be asked to login to your personal account with Wells Fargo.  

 

See the TurboTax FAQ I'm linking below for instructions on importing.

 

How do I import my 1099? 

 

 

*Please click the thumbs-up icon if this response was helpful.
**Please click "Mark As Best Answer" if your question has been resolved. Thank you.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

View solution in original post

3 Replies
Highlighted
Level 14
Level 14

Has anyone had success importing tax data from www.wellsfargoadvisors.com?

Are you using the right process to import your 1099-B from Wells Fargo Advisors?  You'll access the import feature through your TurboTax program, and select Wells Fargo Advisors from the list of import partners (within the program).  Once you've selected Wells Fargo Advisors, you'll be asked to login to your personal account with Wells Fargo.  

 

See the TurboTax FAQ I'm linking below for instructions on importing.

 

How do I import my 1099? 

 

 

*Please click the thumbs-up icon if this response was helpful.
**Please click "Mark As Best Answer" if your question has been resolved. Thank you.

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

View solution in original post

Highlighted
Level 1

Has anyone had success importing tax data from www.wellsfargoadvisors.com?

Unfortunately, I was copy/pasting the entire link into the search box and it wouldn't return a matching result. When I simply typed "Wells Fargo Advisors", I was able to select the match. 

Thanks for your assistance!

Highlighted
Level 14
Level 14

Has anyone had success importing tax data from www.wellsfargoadvisors.com?

@stephenclaybass My pleasure!  Blessings!

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***
Privacy Settings