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Get your taxes done using TurboTax
Hi TurboTax - There seems to be a significant problem between the software of your organization and Vanguard's. At the top of the TT brokerage account import screen, the user is advised to "sign in w/ (Vanguard) brokerage account" (which implies entering my username and pw) to import the Vanguard tax forms. However, it then guides the user to enter an account # and Doc ID. But then it reverts back, by providing guidance on resetting name and pw on Vanguard site. So, is the user to activate the import with their Vanguard Username and Password, or with the Account # and Doc ID? In the past, the TT user just put in their Vanguard account # and pw, and TT just imported all the required info from TT, for all accounts of a certain type at once (aka: all brokerage accounts were imported at the same time). Hopefully that hasn't changed, such that now the user has to enter the # of every brokerage account and manually type in the Doc ID # from each tax form .pdf on the Vanguard website. That would be moving backward in terms of efficiency for your customers. In any event, this new (and more labor-intensive) process doesn't seem to work anyway. Please connect with Vanguard and fix this. John