About lorrieh

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Solved Re: 2024 TurboTax Wells Fargo Import issues

My WFA advisor told me to choose Wells Fargo Clearing services and it worked. This is new for 2025 but it did work. Seems like TT should have known this though!

lorrieh

Updated Apr 01, 2026
Solved Re: 2024 TurboTax Wells Fargo Import issues

use wells fargo clearing services. It worked

lorrieh

1

Updated Apr 01, 2026
Solved Re: 2024 TurboTax Wells Fargo Import issues

I reported it to Wells Fargo Advisors too. Its a major issue for me that needs correction asap

lorrieh

1

Updated Apr 01, 2026
Solved Re: 2024 TurboTax Wells Fargo Import issues

i am not able to see wells fargo advisors in the turbo tax import menu as an alternative. As such these accounts are not importing!

lorrieh

Updated Apr 01, 2026

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Date Registered	‎February 18, 2025 1:17 AM
Date Last Visited	yesterday
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