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Level 1
posted Feb 19, 2020 3:55:08 PM

Wealthfront 1099-B Import Broken

When I try to import my 1099-B from Wealthfront using my email and password, it only imports 2 of the (many more) transactions. How can I report this to TurboTax to be fixed?

0 2 2002
1 Best answer
Intuit Alumni
Feb 20, 2020 10:47:59 AM

You may need to switch browsers. Make sure your return is saved in your TurboTax account and then sign out. Clear the cache and delete the cookies on your computer, open a new browser, sign back into your account and try importing the information again. 

 

If you continue to have problems, please click on the Contact Us form https://support.turbotax.intuit.com/contact/. We’ll help you connect with the right expert for your specific problem.

2 Replies
Intuit Alumni
Feb 20, 2020 10:47:59 AM

You may need to switch browsers. Make sure your return is saved in your TurboTax account and then sign out. Clear the cache and delete the cookies on your computer, open a new browser, sign back into your account and try importing the information again. 

 

If you continue to have problems, please click on the Contact Us form https://support.turbotax.intuit.com/contact/. We’ll help you connect with the right expert for your specific problem.

New Member
May 30, 2020 11:56:40 AM

I'm running TurboTax 2019 on my PC (rather than online), Wealthfront does not even show up in the financial institution list! This is the whole reason I decided to buy TurboTax and it worked last year. This regression is  absolutely unacceptable!