2024 TurboTax Wells Fargo Import issues

[jennjoe71]

Interestingly enough our other son just did his taxes on the software application on our computer  and had no issue downloading his tax documents from 2 accounts at WFA.  Thus it is not a cookies or virus software issue with our computer.  WfA still states that it is a TT issue.   I tried one more time before I start manually loading for all our investment accounts with WFA and am getting the same error code from TT.  Very frustrating and disappointing.  Now I will have to spend additional time manually inputting the information for various investment accounts that should automatically download.  Hope this gets resolved for next year.  

[hug3kids1]

Yes - although it doesn't really depend on a browser with the desktop version,  it does open a window,  depending on which WF or WFA option you pick.  I tried different browsers.  with investment accounts I was told that it should be the WFA option.  that resulted in the unavailable error. The WF option did let me log into the account and select the accounts to share with intuit as well as just the tax forms. Although it looked promising,  it failed with try again later. With all of the 1099B, DIV, INT, OID it took forever to enter.

[SleeplessenteringData]

Hi everyone,
I ran into the same frustrating error trying to import my Wells Fargo tax documents into TurboTax, but I think I found a workaround that might help.

Here’s what worked for me:

1. Log into your Wells Fargo account
   Go to the “Manage Access” section and delete access for both:

   • Intuit

   • PLAID

2. Back in TurboTax, try importing again:

   • First, I tried importing from Wells Fargo, but it only pulled in my mortgage info—not helpful.

   • Then, I selected Wells Fargo Advisors in the import list (using the same Wells Fargo login), and it successfully pulled in my 1099-INT and 1099-DIV forms.

I was getting the same errors with the Wells Fargo Advisors option earlier, like many others here, but after removing access for Intuit and Plaid, it finally worked.

I hope this helps someone else! I had a lot to import, and since I’m impaired, entering everything manually would’ve required filing an extension. Luckily, this worked.

Good luck!

—Thanks, ChatGPT, for helping me write this up clearly.  (it transforms my random babble into coherent stuff)

[elload]

Thanks for the post and the possible workaround.  Although it didn't work for me, it did spur me to try again.  For me (and anyone reading this), if you are getting unrecognized User Name or Password when you try to connect TT to "Wells Fargo Advisors," what worked was the following.

I started to think about what changed from last year's tax filing.  Although the Wells Fargo (not the advisors) would connect, it was simply pulling a Wells Form that I was entering my credentials in.  The Wells Fargo Advisors is only connecting through the API.  Which means in plain English, TT is passing your credentials to the Advisor.  So what changed from last year?  I updated my password. 

The problem is, although the password was legal for use directly with Wells Fargo, it wasn't because I had two special characters (i.e., @, !, #, $, % sort of character).  It's a legal password for WF, and other programs like Quicken allow them, so I do think it's broken on the Intuit Turbotax side.  

Try to create a password between 8-32 characters, with at least 1 alpha character and 1 number and NO special characters.

It worked like a charm for me.

THIS IS STILL A TT ISSUE THAT SOMEONE IN TURBOTAX NEEDS TO ESCALATE TO TIER 2/3 SUPPORT.  ITS A DEFECT GIVEN THE FACT THAT WF ALLOWS SPECIAL CHARACTERS.  PLEASE FIX FOR NEXT YEAR  

[elload]

For me, once I took out special characters out of my password it worked. 

@MarilynG1 - please stop suggesting people can manually enter their information from their wealth advisors. We use this for the automation. 

if you have any connection to Intuit you need to advise their Tier 3 support that the API they are using with WF doesn’t allow the use of special characters in the password. Given the fact that WF allows special characters when logging in to its website, or mobile app, or with other 3rd party interfaces, I’m pretty sure it’s a TT defect that needs to be solved ASAP. 

telling people to comb through a litany of 1099-DIV information and manually enter is not helpful. 

[elload]

Make sure your password does not have special characters. Use the Wells Fargo Advisor not the Wells Fargo integration in TT. 

[elload]

My guess is the difference is you have special characters in your password and your son does not. Mine worked when I removed the special characters. 

[jennjoe71]

Thank you for your suggestion.  However I do not have any special characters for my password.  My password was the same as last year when the download worked in TT.     I even updated my password at the recommendation of Wells Fargo and that didn’t help either.  
My husband did have a special character.  He updated his password to remove the special character and still didn’t work.  It is a mystery.