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New Member
posted Jun 1, 2019 2:16:20 PM

I am unable to import my 1099/1099-B from Wells Fargo, but the document is online and available. Is there a problem with the import process? It has worked in the past.

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24 Replies
Intuit Alumni
Jun 1, 2019 2:16:21 PM

We have not heard of any problems with Wells Fargo import. 

New Member
Jun 1, 2019 2:16:23 PM

TurboTax is not allowing me to import Wells Fargo's docs either.

Level 1
Feb 13, 2020 3:08:30 PM

Nor I. According to WF, all is well.

Level 15
Feb 13, 2020 3:13:53 PM

Those are old posts. They can be several years old.  When they migrated to this new forum layout the old posts got dated in June 2020.  So you can't use those.

 

When I tried to import my friend's Wells Fargo investment accounts they said they wouldn't be ready until Feb 22 I think.  The consolidated 1099 statement wasn't even posted yet.  So we couldn't even download the pdf to manually enter it.   Have you got the 1099 in the mail?

Not applicable
Feb 20, 2020 9:59:16 AM

As of today (2020-02-20) Wells Fargo downloads are still buggy. People at my WF Advisors office have told me they are getting a lot of complaints. 

BTW other tax software doesn’t even offer WF as an option. 

Professional tax people have software which can do this but this kind of stuff is not available to the general public. 

Level 15
Feb 20, 2020 4:24:11 PM

I downloaded Wells Fargo today.  It took a couple times and trying picking either Wells Fargo and also Wells Fargo Advisors.  Kept getting unsuccessful messages to try again later.  Finally the 3rd or 4th time it connected and imported it.  Pdf Statements are dated 2/11 but we haven't got them in the mail yet.  And every year they usually put out an amended 1099 later so there's really no rush.  Wait for the amended to come.

Level 2
Mar 5, 2020 6:43:56 AM

Is this still an issue of 3/5/2020? My import was "successful" as in no error. But turbo tax just created a bunch of empty blank place holders with no import information.

Expert Alumni
Mar 5, 2020 1:35:21 PM

 If you are unable to import this information, you can always enter it manually. Here's where you enter your 1099-B in TurboTax:

  1. Open (continue) your return if it isn't already open.
  2. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
  3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019. If you see Here's the info we have for these investment sales, select Add More Sales.
  4. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
  5. At Let's get your tax info, choose type it in yourself.
  6. Follow the instructions.

 

@nmbatty 

Level 1
Mar 7, 2020 4:14:35 AM

In March 2020, I am also unable to import my 1099 from Wells Fargo.  The document is ready.  I confirmed that I have the correct userid and password.  I confirmed that the Wells Fargo system is up and running.  There must be a problem with the interface between Turbotax and Wells Fargo.  Does anyone have a solution?

Expert Alumni
Mar 9, 2020 8:31:47 AM

I am sorry, but if you are unable to import your data, you will need to manually input the data from Wells Fargo.  Here's how:

 

1. While in your Tax Home,

2. Select Search from the top right side of your screen,

3. Enter 1099-B,

4. Select Jump to 1099-B,

5. Follow the On-Screen Prompts to complete this section.

New Member
Mar 10, 2020 8:06:31 PM

I am having the same issue. I have a lot of sales to enter, as well, so I am hoping for a solution before I hand key everything. Were you able to figure anything out?

Expert Alumni
Mar 10, 2020 8:13:14 PM

We were just given word today that the import for Wells Fargo 1099-DIV is being worked on. 

At this time, no set date for when it will be repaired was given to us. 

Please enter manually, or wait until it has been repaired. 

(I don't know who is working on it, TurboTax, Wells Fargo, or both) 

Level 1
Mar 12, 2020 3:51:27 PM

That is not helpful. There are links to turbo tax that clearly say you can import and make filing easy.

 

It is now March 12 and I have received my amended 1099 forms (by mail) but i still get an error message when trying to import.

 

Doing it manually is not helpful.

Expert Alumni
Mar 12, 2020 4:32:39 PM

Normally, you can do the downloads from a broker that supports it. However, TurboTax can only request the information from the broker. If the broker does not make it available, then there is little TurboTax can do about it.

New Member
Mar 17, 2020 7:50:32 PM

Date: 03/17/2020 (7:50 pm pacific): "Unsuccessful" when importing 1099-INT from "Wells Fargo Bank." Have received paper copies of 1099-INT but prefer importing digitally so that any missing paper trail in mail is not a problem. It worked last year and possibly years prior to that also.

 

Please help us by working with Wells Fargo Bank to fix the issue.

Expert Alumni
Mar 18, 2020 4:59:29 PM

I am sorry you are having a problem with this. Sometimes it can result from how your computer is interacting with the program. 

 

You can try clearing the cache on your computer as follows:

 

https://ttlc.intuit.com/community/troubleshooting/help/how-to-clear-your-cache/00/26135

 

Also, you can try logging in using a different browser or computer if you have one.

Level 2
Mar 20, 2020 8:00:25 AM

When trying to import from Wells Fargo  please SEARCH for the bank name in the search bar. Banks can have many portals. For Wells Fargo there are 3 possible portals (Wells Fargo, Wells Fargo Advisor, etc)  It is my experience that most individuals who have consolidated tax summaries, 1099-div, 1099-int, 1099-b need to import from the Wells Fargo Advisor portal.  Hope this helps!

 

@jedson @wppthe3rd @shashank-s 

Level 2
Mar 20, 2020 8:01:13 AM

When trying to import from Wells Fargo  please SEARCH for the bank name in the search bar. Banks can have many portals. For Wells Fargo there are 3 possible portals (Wells Fargo, Wells Fargo Advisor, etc)  It is my experience that most individuals who have consolidated tax summaries, 1099-div, 1099-int, 1099-b need to import from the Wells Fargo Advisor portal.  Hope this helps!

New Member
Mar 21, 2020 10:37:05 AM

Thank you! Yes, I was able to login using Wells Fargo ADVISORS (not just regular WF). Good tip!!!

Level 1
Mar 21, 2020 11:46:14 AM

YES, I am experiencing the Exact Same Problem! There is definitely a problem, and I called Wells Fargo Bank, and they confirmed it is a known problem on the Turbo Tax side, since all their data is up and available.

The Turbo Tax screen does the first input of name, then comes back with Wells Fargo's additional security of typing in the temp code from my phone. When I do that, Turbo Tax says, "Error Importing". 

What's up Turbo Tax????

Level 1
Mar 21, 2020 11:50:04 AM

Wow, thanks Turbo Tax. We can import it MANUALLY!

The price for Turbo Tax keeps going up, and we pay all this money, but the functionality is getting WORSE!!!

Why continue to use this software if it gets worse each year???

Level 1
Mar 21, 2020 11:52:13 AM

Don't just tell us to manually input the data. FIX THE PROBLEM TURBO TAX!!!

Level 1
Mar 21, 2020 11:55:02 AM

That's the problem ... The import IS available. Turbo Tax used to be able to do it the last couple of years, but it's broken this year! FIX IT TURBO TAX!

Level 2
Mar 21, 2020 12:32:29 PM

When trying to import from Wells Fargo  please SEARCH for the bank name in the search bar. Banks can have many portals. For Wells Fargo there are 3 possible portals (Wells Fargo, Wells Fargo Advisor, etc)  It is my experience that most individuals who have consolidated tax summaries, 1099-div, 1099-int, 1099-b need to import from the Wells Fargo Advisor portal.  Hope this helps!