2024 TurboTax Wells Fargo Import issues

[EZMcLee]

Wells Fargo brokerage data is not importing to TurboTax as of 4/4/25 (previously mentioned to be a TurboTax issue awaiting resolution in some February 2025 posts).  Although the connections is made in Microsoft Edge outside of the TurboTax program and my Wells Fargo online account confirms data sharing with TurboTax has been approved, the link process running in Microsoft Edge still reports an error and suggests to just try again in a few hours, but the process still didn't work after 3 hours.

[CatinaT1]

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[EZMcLee]

I am not using TurboTax Online.  I am using TurboTax Home and Business that was just updated again when I ran the program today.  I am not using a VPN.  I have Windows 11 Pro (with all current updates) and use the built in Windows Security program.  I have thousands of stock trades performed by Wells Fargo every year, so typing all of the transactions manually is not really an option.  I get the same error code (590) that others have mentioned.

[EZMcLee · Accepted solution]

The problem is now solved for me.  Instead of using the TurboTax request for data from Wells Fargo (since I log into Wells Fargo on the web rather than Wells Fargo Advisors), I tried having TurboTax request data from Wells Fargo Advisors (using the same username and password as for my Wells Fargo account).  I was able to import all of my data properly using this method.

[hug3kids1]

I have the same issue.  I log into the WF account via Turbo Tax.  It shows all of the accounts, you continue within Turbo Tax and then get an error indicating it can't import the data.  The WF site shows that I'm sharing the data with Turbo Tax, so not sure if the problem is with TT or WF at this point.

[hug3kids1]

I have tried: Wells Fargo, Wells Fargo Advisors and First Clearing.

Each one gives a different error.

I should be using the Advisors one as it's an investment account, not a savings/checking account.

However, the "Wells Fargo" pops up a login window, lists my accounts and looks like it's going to work, then gets an error to try back.  This has occured for multiple days over the course of a week, so assume it's not a resource/web availability thing.

Very frustrated - anyone find a workaround ?

Turbo Tax says they're working on it, but I have little confidence.

[CatinaT1]

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[tractorboy]

I have similar issues TurboTax 2024 Windows 11 desktop, Edge browser.  Yesterday 4/8/2025 and today 4/9/2025 same thing. Enter correct WF login credentials in TT, get "Connecting to Wells Fargo Advisors" with spinning circle, then error message popup: "Wells Fargo Advisors Our System is currently unavailable. Please try again later or contact us at [phone number removed] (Option2). (2000:22:D0x00230001-[removed])". I called Wells Fargo on that number and they say it's a TurboTax problem, not an issue on their side. Previous 10 years has always worked well.

[CatinaT1]

Try a different browser. This has worked for many.

[tractorboy]

Thanks for the suggestion. Browser is not involved in my workflow. For Wells Fargo Advisors you enter your credentials in TurboTax desktop and no redirect to a browser, error message is in desktop app. I did try simplifying my WF password to less characters, alphanumeric only but same error message.

[MarilynG1]

With the circle spinning after you Sign In to Wells Fargo, this sounds like a connectivity issue.

Here's How to Turn Off Anti-Virus Programs, and you could retry using Chrome instead of Edge.  In the event your 2024 program is not updating properly, here's how to do a Manual Update. 

You may need to allow Wells Fargo Advisors in Windows Defender, but if you can get in outside TurboTax, this is probably not your issue.  However, here's more info on Editing Allowed Apps in Windows Defender.. 

@tractorboy 

[elload]

this is NOT a browser issue.  There are two Wells Fargo integrations, one named just Wells Fargo, and one Wells Fargo Advisors.  As several individuals have stated, the WF looks as if it's going to connect, it shows which accounts have been authorized, then in the final step it throws the error that has been mentioned previously (something about trying later).  The WFA integration is broken, no easy way to say that.  You enter your credentials, TT attempts to connect and gives you a few different errors, mine usually is that I have the wrong user ID or password.  Which is not the case.

I repeat - THIS IS NOT A BROWSER ISSUE.  It's desktop integration that isn't working.  Like another user stated Bank of America works fine.

Is there any TT employee that monitors these forums and can actually help resolve the issue without spitting out unhelpful support documents on how to enter manual 1099, or investment information.  Like another user indicated, there are 100's of trades.  It's impossible to do it manually.  It needs to be fixed.

[jennjoe71]

I am having the same issue with Turbo Tax application and not the browser.  I have tried multiple times and have confirmed that my userid and password are correct.  I am receiving the same error message "Response from Wells Fargo Advisors Our system is currently unavailable  Please try again later or contact us at 877-879-2495.  I have been trying every day this week.  Even updates my password to remove special character (as a suggestion the first time I called WFA).  No cache/cookies to clear with the app.  It worked fine last week when our son did his taxes.  I have too many entries to have to manually load.  I have been using turbo tax for probably 15 years with absolutely no issues until this year.  WFA states that I am entering correctly as WFA & correct userid and password.  My husband tried with his information as well and the same error message.  It appears to be a Turbo Tax issue.  Please confirm when this will be resolved so I can complete my taxes.  Thank you.  

[MarilynG1]

Does WF offer a reason for the 'our system is currently unavailable' message?  Have you tried turning off your anti-virus programs?  Or doing a Manual Update?

If you just can't import, you can enter a summary of each category, rather than individual transactions.  Here's instructions on How to Enter a Summary in Lieu of Individual Transactions.

@elload 

@jennjoe71 

[hug3kids1]

Thank you for your answer Marilyn.  Unfortunately WF did not offer any explanation, indicating that it was a TT issue.  TT support did acknowledge there being an issue with the software with no current eta on a solution.  I did wind up having to enter the data and was able to enter summaries where applicable vs the itemized data. Hopefully the issue will get fixed for next year.  Thanks again !