Wealthfront 1099-B Import Broken

Sean15 · ‎February 19, 2020

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?

TerukoL · ‎February 20, 2020

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.

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TerukoL · ‎February 20, 2020

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.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

rz5b · ‎May 30, 2020

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!

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Wealthfront 1099-B Import Broken