Wells Fargo data won't transfer to Ttax

[Jhharkins1344]

Trying to transfer 2025 tax data (1099) from Wells Fargo results in a persistent loop.  Ttax desktop.  Specified only tax data on Wells Fargo site, get confirmation from WF of data sharing, and Ttax goes back to "Go to Bank." 

Spent 40 minutes on the phone with Turbo Tax customer service.   They screen shared and had me try various things, all to no avail.  Finally advised me to enter manually.

Transferred data from Fidelity and Morgan Stanley with no issues.

[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.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

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?

[KH474]

None of us are getting "success" message.  The error message is 

Let's head back to your bank to connect one or more accounts.

Those transactions will flow into TTWin on a faster, more reliable connection. (378)

The Local Network Toggle has been on.

[Krroger]

I'm having the same issue as the others on this thread.  One recommended solution was to enter manually, but this is not an option for me due to the magnitude of transactions.   If this cannot be resolved, I'd like a refund. 

[MarilynG1]

You can enter a Sales Category Summary, which is what we did before 'import' options became available.  Here's How to Enter a Summary in Lieu of Individual Transactions.  Did you try the LAN solution posted above?

Here's how to Get a Refund from TurboTax. 

@Krroger 

[Krroger]

I resolved this issue by selecting Wells Fargo Clearing Services rather than Wells Fargo when doing the import.