TurboTax 2021 1099B import from Wells Fargo Advisors

[stangtrain]

When I sign on to Wells Fargo Advisors in the import section of TurboTax 2021 I get the message from Wells Fargo Advisors: "Our system is currently unavailable".

Has anyone successfully imported 2021 1099B data from Wells Fargo Advisor? Was supposed to be available 2/17/22.

[pelagia1013]

I keep trying every day and I still get that same message.  Tried calling the number and no one answers.

[stangtrain]

I called Wells Fargo this morning and was told they knew about the import (from TT) problem and were working on it. Hoped to have it fixed by tomorrow (2/22/22) AM. It was good to hear that it was not just me!

[dwadsworth]

WF stated this morning  (2/22 0740 CST) that the problem was that TT could not handle  special characters in the password.  They said to change password to removed them and try in a day or two.  I changed it and tried again with the same result.  

[jfacciolla]

I just got off of the phone with a TT customer support person (she actually called me, because I put a neutral happy face on one of the feedback questions - they have to call everyone who does not do a full smiley face or a 7 or less on the final rating - NICE!).

She told me that TT and Wells Fargo Advisors are still working on this known issue and there is not a "fix" date yet. She did not mention anything about TT not being able to read/process special characters (that is actually ridiculous also - we are supposed to use special characters in our passwords).

Yes, they both know about the upload issue (not working) and they are trying to fix it.

If you are like me and you want to file your taxes by 2/28 to get the very nice discount ($20 off of Federal and $10 off of State), then you can call them right before you pay for the filing (if you cannot get them filed because of this issue) and get a "voucher" code to still get your discount. 

[MichelleLO]

We are aware of this issue and are working to resolve it. You can sign up for progress updates in the below TurboTax help article. Thank you for your patience!

Why can't I import from Wells Fargo Advisors?

[jfacciolla]

Just got it to work. Thank you everyone for letting me know on this site (I asked for updates) that it was working again this year.

I work on-line and I did not have to update anything. Just went back in and it uploaded from WFA this time.

Good luck everyone.

[stangtrain]

Thanks for letting us know this was working yesterday! I imported and can complete my tax return!