Why can't I import my 1099-B from Wells Fargo. It's always unsuccessful.

[GiseleD]

If you are unable to import your 1099-B, you can always enter it manually. Here's how: 

1. Open (continue) your return if it isn't already open.
2. In TurboTax, search for 1099-B and then select the Jump to link in the search results.
3. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2019? If you see Here's the info we have for these investment sales, select Add More Sales.
4. Answer Yes to Did you get a 1099-B or brokerage statement for these sales?
5. At Let's get your tax info, choose type it in yourself.
6. Follow the instructions.

[LSTaxes]

When trying to import from Wells Fargo  please SEARCH for the bank name in the search bar. Banks can have many portals. For Wells Fargo there are 3 possible portals (Wells Fargo, Wells Fargo Advisor, etc)  It is my experience that most individuals who have consolidated tax summaries, 1099-div, 1099-int, 1099-b need to import from the Wells Fargo Advisor portal.  Hope this helps!

@msmcdougald 

[RajeshJoshi]

Thanks!.

Very Helpful. 

Import from 'Wells Fargo Advisors' worked fine.

[SpikeGroover]

My issue is with a Fidelity import. It says 1099-B but it doesn’t import anything when it gives the error. Also this BS about me typing in the data doesn’t fly. Fix the problem, now!

[MichelleLO]

You are commenting on an old thread that may contain outdated information.  What error message are you receiving when trying to import from Fidelity?

@SpikeGroover 

[SpikeGroover]

Using desktop Deluxe

[KatrinaLO]

Have you tried a different browser like Microsoft Edge or Google Chrome? Many people have stated using Edge and removing the pop-up blockers has helped. Please let us know if you are successful using a different browser.

@SpikeGroover 

[SpikeGroover]

Switched to Edge browser. Same error. I would upgrade but doesn’t seem like that works any better.

[CarissaM]

Have you followed the instructions here to ensure your software is up to date? @SpikeGroover