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Wells Fargo import buggy --- Is this still an issue of 3/5/2020?

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.

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6 Replies

Wells Fargo import buggy --- Is this still an issue of 3/5/2020?

Yes -

It hasn't worked all tax season.  Hours on the Phone with Turbotax Support - the agent was knowledgeable but failed to resolve the issue.  I repeatedly get the message "the import was unsuccesful".   There's no way to resolve the issue so I am forced to enter data manually into turbotax

LinaJ2020
Expert Alumni

Wells Fargo import buggy --- Is this still an issue of 3/5/2020?

I am attaching this post from other users for your reference: Import

 

To enter the information manually,  For example, if its a Form 1099-DIV, here are the steps: 

  • Sign in to your TurboTax account and select Pick up where you left off
  • At the right upper corner, in the search box, type in "1099div" and Enter
  • Select Jump to 1099div
  • Follow prompts

Use the same instructions for 1099int or 1099b

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Wells Fargo import buggy --- Is this still an issue of 3/5/2020?

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!

Wells Fargo import buggy --- Is this still an issue of 3/5/2020?

Thanks for the suggestion, but I tried it and it also didn't work.  Of the 3 Wells Fargo choices, the ONLY one that will progress to a screen asking for the advanced access code is the Wells Fargo Bank Portal.  I've tried it 37 (!) times and gotten failure each time.  Direct assistance from TurboTax also failed to remedy the situation.  I had given up, but tried your suggestion - but unfortunately there's still no 1099 import capability from Wells Fargo.  It had worked for many years prior to this year, but not this year.

AJI
New Member

Wells Fargo import buggy --- Is this still an issue of 3/5/2020?

Had the same problem last year and finally figured it out.   The icon for Wells Fargo on the import screen  is not for Wells Fargo Advisors.  To get to Wells Fargo Advisor account tax import type in Wells Fargo in the input field and 3 options will be presented.  The correct one for me was Wells Fargo Advisors.  Your's may be one of the other two.  

Wells Fargo import buggy --- Is this still an issue of 3/5/2020?

This is for the Intuit support people who believe there's no problem in the Turbo Tax software.  I've tried several times to import my Wells Fargo tax documents and tried all 3 Wells Fargo import options, Wells Fargo Advisors, Wells Fargo Asset Management and Wells Fargo Bank and none of them work for me.  When I try Wells Fargo Bank (which is definitely the correct one for my accounts), here's the error message I get.

Annotation 2020-07-11 194204.jpg

As someone who works in I.T., I find it amusing that the error message is referencing the system date (i.e. the current date).  This is clearly a bug.

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