Unable to download from Wells Fargo Advisors

[jywoskus]

I have 2025 TurboTax Deluxe, the desktop app (not the online service). When I go to download from Wells Fargo Advisors it does not appear in the financial institution list. Wells Fargo and Wells Fargo Clearing Services do, however. In previous years I always selected Wells Fargo Advisors and the download always worked. Does anyone know why Wells Fargo Advisors is not in the list? (Note that when I pick either of the other two WF options, nothing is downloaded. Selecting Wells Fargo simply sets up which accounts I want to download the data for. Selecting Wells Fargo Clearing Services seems like it starts a download and in fact says the download is successful, but nothing is actually downloaded). 

Does anyone know how to get this resolved? I asked my WF rep about it, and I am waiting for a response. But can this simply be a TurboTax issues, because Wells Fargo Advisors is not in the list?

[CatinaT1]

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• 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?

[jywoskus]

Well, that fixed it. I never would have found this, and the WFA support team knew nothing about it either. Thank you!

[GoodRosieGirl]

Which of the recommended steps fixed it for you? I'm still stuck!

[CatinaT1]

Try the Local Network Access.

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• 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?