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Level 1
posted Mar 15, 2024 3:10:57 PM

Cannot Download from Wells Fargo Advisors 1099 forms

I have used TT for years and never had this issue.  I cannot download my 1099 brokerage forms as I have in the past.  When I choose "WF Advisors" (which I believe is what has worked in years past) it prompts me to log in and then gives me this error message:  "Wells Fargo Advisors:  The user cannot signon because he or she entered an invalid user ID or password".  Yet I am logging in the WF with that exact ID/PW combo and I have attempted this a dozen or more times over several days

When I choose "WF Bank" it launches to another window to log in and connect accounts or tax forms, but nothing happens after I select and connect tax forms (prob because the Bank is not the right place)

HELP!  I have entirely too many trades to go about typing this in manually! 

Is there a glitch in the SW?  

Is there another way to do this?  

Tick tock tax time is coming soon! 

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1 Replies
Level 5
Apr 1, 2024 4:37:37 PM

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