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posted Mar 24, 2025 1:09:08 PM

Wells Fargo import of 1099 in error

Every Year I download my Wells Fargo advisors 1099 figures to TT.. This year I encountered a problem whereas the download amount for 1A dividends total did not match my WF 1099 report.  It was short by $571. so I had to manually change the imported amount.   

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1 Replies
Level 15
Mar 25, 2025 1:35:41 PM

@JackyS 

 

Yep...it is critical that you check every box on every form that you import from any Finacial provider.

 

Errors like that can happen, and I suspect that if you called either WF or TTX, it just might end up with finger pointing between the two.

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Also....while not your question...don't upload any documents int the software as Pictures, or PDFs....IF TTX offers the form to be entered that way....too many errors are occurring where the TTX computer AI is making errors.  (yeah, just my opinion)