2024 TurboTax Wells Fargo Import issues

Forum|Forum|1 year ago
April 4, 2025
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Wells Fargo brokerage data is not importing to TurboTax as of 4/4/25 (previously mentioned to be a TurboTax issue awaiting resolution in some February 2025 posts). Although the connections is made in Microsoft Edge outside of the TurboTax program and my Wells Fargo online account confirms data sharing with TurboTax has been approved, the link process running in Microsoft Edge still reports an error and suggests to just try again in a few hours, but the process still didn't work after 3 hours.

TurboTax Home & Biz Windows

Best answer by EZMcLee

The problem is now solved for me. Instead of using the TurboTax request for data from Wells Fargo (since I log into Wells Fargo on the web rather than Wells Fargo Advisors), I tried having TurboTax request data from Wells Fargo Advisors (using the same username and password as for my Wells Fargo account). I was able to import all of my data properly using this method.

CatinaT1

If you are using TurboTax Online, try importing using a different browser. Make sure any VPN or Anvi-Virus is turned off.

See the following TurboTax Help articles for potential fixes:

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EZMcLeeAuthor

I am not using TurboTax Online. I am using TurboTax Home and Business that was just updated again when I ran the program today. I am not using a VPN. I have Windows 11 Pro (with all current updates) and use the built in Windows Security program. I have thousands of stock trades performed by Wells Fargo every year, so typing all of the transactions manually is not really an option. I get the same error code (590) that others have mentioned.