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Question

Wells Fargo Advisors Import still not working

Forum|Forum|4 years ago
February 18, 2022
20 replies
0 views

Has anyone been able to import their F1099's from WFA? Day 3 and I still get error messages from TT. WFA says the files have been ready since the 17th. And "no", it's not a situation where I don't know my username or password. Lol.

cjobAuthor

So TT says the problem is WFA and WFA says the problem is TT. How surprising. But WFA did verify the 1099's are available for import. So now I'm back on hold with TT. Sigh.

Anyone else having this issue?

iras

Yup, same thing here.

cjobAuthor

It would be very nice if TT would respond to this thread with an update or issue some announcement that they are working to get this issue resolved. And again. I can't stress to them enough, this is Wells Fargo Advisors, not Wells Fargo Banking. Two very different entities. I know with Quicken it took them awhile to realize the difference.

cjobAuthor

Ok. Ever hopeful I tried this again today. When opening TT I had a brief message it was uploading "partner" information. Ooooo. Maybe it will work. Went to the 1099 import screen and get the same flash of a message. Oooo. Tried to import. Same error message. Such high hopes. Oh well. Guess I'll try to wait until Tuesday.

overserved

Same here. I even tried signing into Wells Fargo Bank via TT to see if I could download my 1098. It also failed and said something like Import failed but you can key it in ..... I have also tried the TT WFA login from a different pc and have the same failure pattern. Hopefully this gets escalated to the right people who can diagnose what is occurring and fix it. (after the Monday holiday)

cjobAuthor

@overserved

Very odd that Wells Fargo Banking isn't working either.

William4493

It is my opinion that the problem is the number of transactions - why does TT import all transactions? Why not just the summaries??

I called WF Friday and today (Monday) - I was told that WF team was working with TT. I even changed my password - no difference, still couldn't download. I asked what constituted a transaction because I do not trade very much - every dividend, every sale, every reinvestment, etc. I can see where the maximum could be easily surpassed.

I asked WF to unlink my IRA's since I had already entered those by hand - one of the reps Friday said that he could do it, but the rep today said that it could not be done.

overserved

I agree it may be a size issue but normally the next screen you see let's you pick which WFA accounts you import. Once you select accounts and actually start the import you would expect the size issue to occur. Unless it is running into an issue with the number of accounts linked to the userid. Did you attempt it after unlinking the IRAs?

William4493

I could not unlink the IRA's - the WF rep Friday said that he could, but the rep today said that she could not. It seems that if there are too many transactions, you are not able to access the WF site thru TT.

I still do not understand why TT has to import all transactions - after all, if I enter by hand, I am only going to enter the summaries.

jfacciolla

I just got off of the phone with a TT customer support person (she actually called me, because I put a neutral happy face on one of the feedback questions - they have to call everyone who does not do a full smiley face or a 7 or less on the final rating - NICE!).

She told me that TT and Wells Fargo Advisors are still working on this known issue and there is not a "fix" date yet.

Yes, they both know about the upload issue (not working) and they are trying to fix it.

If you are like me and you want to file your taxes by 2/28 to get the very nice discount ($20 off of Federal and $10 off of State), then you can call them right before you pay for the filing (if you cannot get them filed because of this issue) and get a "voucher" code to still get your discount.

William4493

What is this discount about? And a discount off a product?

cjobAuthor

@William4493

I'm not familiar with it either. Wonder if it's something for the online version?

Hornman120

I was able to sign on to my WFA account and download my 1099s around Feb 6; but TT still said not available for import until the 17th. Still said that on the 16th, but on the 17th I was able to import them.

cjobAuthor

Wish I knew how you were able to do that..... Rest of us get blocked at the download screen.

StatTchr

I believe there is some confusion in terminology. "Download" from WFA is working fine. No one is trying to "upload." "Import" is not working.

joberlin

I spoke with Chase Bank tech support. They sort of think someone at turbo tax is working on it.

Clearly the bank's instructions say to select "Chase Investments" but that choice doesn't exist in turbo tax

then when you select Chase Bank instead, you get the message that "looks like this part of our site isnt' working right now"

anyone ever able to talk to a person at TurboTax support?

joca

Still not working for me as of today, 3/6/22.....

Spud

Employee

still not working 3/23

joca

Finally got it too connect and download from WF. I didn't do anything different than the last million times I tried... guess persistence paid off.

jmpilo

Same here. Couldn’t import Wells Fargo information last year using TT Home and Business download version. Same again this year. Have been trying most of the day with no luck. Has anyone found a solution?

Stevef56

Yesterday all I got was invalid username or password when trying to import from Wells Fargo Advisors. Change password still nothing. Today, I tried Wells Fargo Bank and one account showed up, I selected it and instead of importing it dumped me out. I could only see one account and I have several. Tried both portals multiple times with the same result.