sag265
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In Turbo tax when importing from Wells Fargo Advisors does not work, try importing your info from First Clearing.First Clearing does the accounting (backroom) w...
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Use First Clearing to import Wells Fargo
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When trying to import Well Fargo Advisors in the dropdown menu use "First Clearing" it's Wells Fargo backroom.
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In Turbo Tax drop down menu for financial institutions, don't use Wells Fargo go to First Clearing.First Clearing is the backroom for Wells Fargo Advisors.
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Use First Clearing in drop down menu for Wells Fargo, they are the back office for WF.
Activity Feed for sag265
- Posted Re: I am unable to import my 1099/1099-B from Wells Fargo, but the document is online and available. Is there a problem with the import process? It has worked in the past. on Get your taxes done using TurboTax. October 19, 2022 5:53 PM
- Got Cheered for Re: We have not heard of any problems with Wells Fargo import.. February 23, 2022 9:10 AM
- Posted Re: We have not heard of any problems with Wells Fargo import. on Get your taxes done using TurboTax. February 23, 2022 9:08 AM
- Posted Re: We have not heard of any problems with Wells Fargo import. on Get your taxes done using TurboTax. February 23, 2022 9:07 AM
- Posted Re: I am unable to import my 1099/1099-B from Wells Fargo, but the document is online and availab... on Get your taxes done using TurboTax. April 23, 2021 7:10 AM
- Posted Re: Import of Wells Fargo & NATIONAL FINANCIAL SERVICES LLC (fidelity) on Get your taxes done using TurboTax. April 11, 2021 12:00 PM
- Posted Re: I am unable to import my 1099/1099-B from Wells Fargo, but the document is online and availab... on Get your taxes done using TurboTax. April 11, 2021 11:58 AM
- Posted Re: fix-my-import-issue Welso Fargo Advisors on Get your taxes done using TurboTax. March 10, 2021 5:36 PM
- Posted Re: I am unable to import my 1099/1099-B from Wells Fargo, but the document is online and available. Is there a problem with the import process? It has worked in the past. on Get your taxes done using TurboTax. March 9, 2021 3:19 PM