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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.

Show previous replies

Earl 1

The imports are available now. 2-17-2023. Just got mine today after waiting since Jan.

Bedrock445

Indeed they are. Turns out that Wells Fargo Advisors works and Wells Fargo Bank does not. For me, that's all I needed. Thx for the info. TurboTax if u r listning, my comments about imports and password handling still apply.

FM16

Are there any 2023 issues. This is an old post. Does this problem happen every year?? My problem is current.

jagermeister

Employee

I don't know about every year but it's happening to me now. I can't upload my tax info from Wells Fargo Advisors. Keep getting a 'The user cannot signon because he or she entered an invalid user ID or password'.

Checked on the WF Advisors website and user id and password are good.

Frustrating

Stevef56

Same for me for about 2 days. I eventually got it to work. Several people said to change your password so that it doesbn't have any special characters and then several responses said that didn't work. I turned off two level authentication and it didn't work. Then change password as dicussed and it worked fine.

hfarag

I just changed my WFA password by removing special characters, I was able to log into WF Advisors and download my brokerage data.

mamatino

I found the issue to be that TT does not accept any "special characters" except the @ and ! characters. Even though you may be able to log into your Wells Fargo Advisors account with other characters in the password, they will not work in TT.

I changed my password accordingly and import worked perfectly.

It would be nice if TT mentioned that in their section to call Wells Fargo Advisors if you are having password problems.

pepotr

I am having the same problem. I even started over with a new filing and still can't get in. I have contacted WFA and my username and passwords are correct! Very Frustrating!!!!

jagermeister

Employee

So, my password contained a special character. I went into WFA and changed my password to not contain any special characters and then went back to Turbo Tax and was able to import without further issues.

mtonetta

I changed my pw & tried again but it still doesn't work. Is it the 2 factor authentication? It seems to accept the pw & then send the text code but the when I enter the text code it fails.

lagoodrich401

no special characters. I tried changing my password just to see if it helped. No dice. Other than removing special characters, what else has worked?

William4493

I have not had any problems this year at all - I have at least one cap, at least one lower case and one number without any special characters at all.

I posted this last year and I do not understand why I keep getting notifications about this problem this year.

mamatino

You haven't had problems because you are following the rules. No special characters.

daehreppans

Employee

I have changed my password and removed all special characters but it still does not work. Is there a character limit or some other password requirement?

daehreppans

Employee

I enter the username and password, and then it texts me the code to enter for the two step verification. After entering that code it attempts to download and then I get the Import Unsuccessful error. No special characters in the password and I have logged out of the Wells Fargo account in my web browser after changing the password.

daehreppans

Employee

When I changed to import from Wells Fargo Advisors instead of Wells Fargo Bank it then worked and imported successfully.

Taxwb

I still get an air when trying to import my 1099s from Wells Fargo advisors. I was able to log on to Wells Fargo Bank but it required a security code, I'm wondering if TurboTax didn't program properly for the security code prompt?

Taxwb

I changed my password in Wells Fargo advisors without special characters, once I did that I was able to log on and download my 1099s 🙄

allenboynton

I have the same issue. And I am sure that I have the correct credentials for WFA as well.

I think that the problem is on the Wells Fargo Advisors end. I got a couple of messages from WFA is TT stating that there was a delay in having the tax docs available for import. They were not specific about the cause of the delay.