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New Member
posted Feb 28, 2024 9:32:59 AM

I am getting an error when trying to import data from my bank

I should be able to import data from Wells Fargo Bank since I was able to last year.

0 4 600
4 Replies
Employee Tax Expert
Feb 28, 2024 9:35:07 AM

If you are using TurboTax Online, try importing using a different browser.

 

See the following TurboTax Help articles for potential fixes:

New Member
Mar 3, 2024 1:58:30 PM

I am having the same problem, I contacted TT & they said that I should input it myself, then they hung up on me.  I purchased the premier version so I would not have to do this.  Poor customer service.

Level 2
Feb 18, 2026 2:03:37 PM

I'm having the same problem in Feb 2026.  Support agent said try different browser, still didn't work.  Another agent said it is a known problem which they are working on.  No estimate as to when it might be fixed.  Suggested I enter manually.  Seriously?  Why would I buy TT just to enter this data manually. I've used TT for probably more than 20 years.  Worst experience ever.

Employee Tax Expert
Feb 18, 2026 4:53:46 PM

To import successfully, you need a good connection.  Disable your anti-virus programs/VPN, set your browser LAN settings to 'allow', make sure your broker account settings allow 'third party access' or try using an incognito window.

 

@GregNHouston