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Level 1
posted Jan 8, 2024 12:19:19 PM

Can I see what Vanguard imported into Turbo Tax for my last year's return? No dividends show on my 2022 return. Vanguard should have downloaded that info.

Got a bill from IRS for failing to report ordinary /qualified dividends.  I want to see if that info was imported into Turbo Tax by Vanguard.  I did not manually enter any Vanguard information.  All imported.

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2 Replies
Level 15
Jan 8, 2024 1:24:53 PM

Have you checked your PDF file (with the forms, schedules and worksheets)? 

Expert Alumni
Jan 8, 2024 1:39:46 PM

When you start your 2023 return, in the Wages & Income section, you should see a 2022 amount under Dividends if they were reported last year. 

 

If your dividends were not imported properly last year, be careful when importing this year, especially if you have multiple accounts with your broker, such as stocks, dividends, interest, etc. 

 

Here's detailed info on How to Import 1099 Forms and Troubleshooting Imports.