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

[stephenclaybass]

If so, could you share your steps for importing?

[Kat · Accepted solution]

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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[stephenclaybass]

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!

[Kat]

@stephenclaybass My pleasure!  Blessings!