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Re: Can't import wells fargo forms into Turbo Tax 2025

use your Wells Fargo Advisor login with Wells Fargo clearing house - only attach brokerage accounts

disapointed

Updated Mar 09, 2026
Re: Can't import wells fargo forms into Turbo Tax 2025

go to wells fargo - security & services - and delink from Inuit and then try it again. use wells fargo clearing and only link your brokerage accounts

disapointed

3

Updated Mar 09, 2026
Re: Can't import wells fargo forms into Turbo Tax 2025

I went into Wells Fargo and deleted the account link to Intuit - then went back to Turbo tax and used Wells Fargo Clearing services and just connected by broker...

disapointed

Updated Mar 09, 2026
Re: Can't import wells fargo forms into Turbo Tax 2025

Using Wells Fargo clearing services worked for me - thanks!

disapointed

10

Updated Mar 09, 2026

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Date Registered	‎April 23, 2023 7:47 PM
Date Last Visited	4 weeks ago
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