DIY Products

DIY Products

Whether you’re an experienced do-it-yourselfer or doing your own taxes for the first time, this is your place to learn and share. Here you’ll find information and resources for using H&R Block’s online and software DIY solutions. You’ll also find links to more information to assist you on your DIY journey.

Posts: 2
Registered: ‎02-02-2017

Transferring Tax info from Wells Fargo Advisors

Does anyone knows if an import from Wells Fargo Advisors stock account will be finally possible for 2016? Please clarify? 

Thank you!

Trusted Council Member
Posts: 6,191
Registered: ‎02-23-2016

Re: Transferring Tax info from Wells Fargo Advisors

Hi ilyakarpov,



Welcome to the H&R Block community.


I saw this question a few times last year as well, and as far as I know Wells Fargo tax documents have not yet been able to be imported in the H&R Block software.  However, if I find out otherwise for the 2017 software or if other community members tell me that they've successfully imported information from Wells Fargo with the 2017 software then I'll post an update on this on the community boards.




Senior Tax Advisor (Tampa, FL)