Will wells Fargo advisors data be available for import.

Forum|Forum|4 years ago
February 18, 2022
2 replies
0 views

for tax year 2021

TurboTax Premier Online

Katina S

Level 8

We don't know if Wells Fargo advisors data will be available for import in this public forum. But, we do have instructions on how you can manually enter a large number of stock transactions into your online Turbo Tax account.

@harryjones115

harryjones115Author

Level 2

Entry of the tax data manually isn’t a good response. Manual entry of large trade volume is promoting entry errors. Importing tax data has been standard in past years ( for Wells Fargo advisors). Why not investigate the true issue instead of push a customer to enter a larger amounts of data manually. The import is one of the reasons I’ve used TurboTax in the past. There is an issue, solve it so the clients with Wells Fargo advisors tax data can import as done in past years. Feel free to contact me if you wish to use my scenario for troubleshooting this issue for all Wells Fargo advisors clients. Thank you

lagoodrich401

Level 2

@lagoodrich401 You are posting to an old thread that has had no activity since 2022. What is the issue you are currently having?

oops - had 2022 on the brain doing 2022 taxes. There is another thread around this in terms of importing issues from WFA to TT - I'll jump back to that one!