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Solved

Import From Wells Fargo Doesn't Work

Forum|Forum|1 year ago
October 27, 2024
2 replies
0 views

The import from Wells Fargo takes my password and pretends to do things, but then a page that comes up and tells me that some crap that implies my tax forms aren't available even though they are. Then it tells me to enter the information myself. I don't want to enter all of this brokerage crap and that is one of the reasons that I paid money for the this stupid turbotax crap. Now it doesn't work and I have to do everything manually. What a waste of time and money.

TurboTax Home & Biz Windows

Best answer by DoninGA

All of TurboTax import partners will only have the current tax year forms available for importing for a finite time during the tax year. The forms to be imported have to be in a certain format, they are not PDF's. After the due date of the current year returns has passed most all of the financial institutions will turn off import access. Usually by September of the year all the financial institutions have turned off importing.

Regardless of which tax preparation software is being used, none of the financial institutions will have importing of current tax year forms available in late October.

Employee

All of TurboTax import partners will only have the current tax year forms available for importing for a finite time during the tax year. The forms to be imported have to be in a certain format, they are not PDF's. After the due date of the current year returns has passed most all of the financial institutions will turn off import access. Usually by September of the year all the financial institutions have turned off importing.

Regardless of which tax preparation software is being used, none of the financial institutions will have importing of current tax year forms available in late October.

bobo_jonesAuthor

Where did you get this information?

Employee

@bobo_jones wrote:

Where did you get this information?

Personal observation from the past thirty years of using TurboTax tax preparation software.

You can also contact TurboTax support for information on importing from a financial institution.

Support is open from 5am to 5pm Pacific time, Monday thru Friday

See this TurboTax support FAQ for contacting support - https://ttlc.intuit.com/turbotax-support/en-us/help-article/account-management/turbotax-phone-number/L0Od33nMQ_US_en_US?uid=lfgviwbm

Support can also be reached by messaging them on these pages https://www.facebook.com/turbotax/ and https://twitter.com/TeamTurboTax

Employee

Yep, in prior years, a few institutions have even turned off their specially-formatted tax import files by the end of July.

Don't know which ones, just a general observation from many years working in this forum.

Thus, to be safe, get all your file imports done by April...even if you eventually file an extension to finish filing at a later date.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*