Wells Fargo not downloading to Turbo Tax for 2025 taxes.

[BobS]

I tried Wells Fargo and Wells Fargo Clearing.  These are the only two options.  Wells Fargo Advisors is no longer an option.  It was before February 13th.  TT says connected, but nothing is downloading.  I even tried tried creating a new return without success.  Also this year instead of just downloading, TT opens a browser to sign on.  I have tried multiple browsers.  This is very concerning.  It is like the data to download is not there.

[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.

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?

[BobS]

Sorry, I have looked at all my browsers and see no drop down called Local Area Network.  Perhaps you can send me more detail in whatever browser you choose.  There is no brokerage delay or VPN used.

[CatinaT1]

It's the white circle to the left of the URL. 

[proalias]

It looks like  an Oauth error, WF won't authenticate Ttax when initiating the download transfer.

Hey support, look at the things that could cause it. Some people have success, others don't.

This tastes and smells like a setting somewhere in the browser, but where????