Wells Fargo import

[TS61]

Issue with importing Wells Fargo data into TurboTax on-line.

Using Wells Fargo Clearing I was able to get the documents to show up in the TurboTax documents tab, but.... they don't show up in 1099 Summary page.  Reviewing the imported docs in the documents tab, it appears the TIN is coming across as blank.  I'm thinking that's stopping TurboTax from associating the downloaded 1099 with my tax return.  But.... there's no way to edit the downloaded 1099 and fix the TIN.

Also worth noting that downloading the 1099 .pdf from Wells Fargo produces a doc with a 'masked' TIN with only the last 4 digits viewable.  *if* that's the way it's coming across the direct Wells Fargo import that would explain the resulting blank TIN on the imported file.

Is there any way to edit the 1099 in the documents tab to fix the missing TIN or any way to force TurboTax to associate the 1099 with the tax return even though the TIN is blank (and then you could edit in the 1099 Summary page)

[MindyB]

There’s no way to edit in Documents or force-link an item with a blank/redacted TIN. The 1099 must be entered (or re-imported) through the income interview to appear on the 1099 Summary, where you can edit.

First, delete the partial investment entry if one exists: on the Investments summary, Delete the Wells Fargo entry, then import.