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

Forum|Forum|6 years ago
March 26, 2020
1 reply
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If so, could you share your steps for importing?

TurboTax Premier Online

Best answer by Kat11_2

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?

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**Please click "Mark As Best Answer" if your question has been resolved. Thank you.

Kat11_2

Answer

Alumni - Champ

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.***

stephenclaybassAuthor

Level 2

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!

Kat11_2

Alumni - Champ

@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.***