Import from Wells Fargo Advisors on pc

I imported my 1099 from Wells Fargo Advisors earlier this year and now i am attempting to import an amended 1099 from Wells Fargo Advisors and it does not recognize my user name or password. Both are the same as when i imported the first time. I sign on directly to Wells Fargo with the same user name and password several times a day. TT says Wells Fargo does not recognize when I try importing from there. I verified the user name and password is correct multiple times. How can I import my new 1099 to complete my return?

1077

Expert Alumni

Apr 1, 2025 11:18:03 AM

You can try these steps to resolve if you are using the online version:

Clearing your Cache and Cookies
Using a different browser
Opening an Incognito Window

New Member

Apr 4, 2025 1:42:38 PM

No the suggestion did not work. My son also has TT and he can't import from Wells Fargo Advisors either and had to enter the information manually.

I also had my grandson(who is an IT Professional) try to resolve the issue. He tried many options and none worked to get the import to work.

So I have resigned to enter my info manually as well.

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Import from Wells Fargo Advisors on pc