Not sure....my Brother has both a Vanguard Mutual fund account.....and a Vanguard Brokerage account.
we messed up the login on the Brokerage a couple times.
You need to make sure you select the correct one to import.....depending on what type of account you actually have
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IF you should be using....& select the:
1) Vanguard - Mutual Fund: That one uses your UserID & Pwd
2) Vanguard - Brokerage: Tha one uses Acct# & DocID from the top of the consolidated tax form.
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IF you are logging into the correct one, the correct way, and it' still not there, you may be stuck manually entering the data.
One other person noted that they transferred their Mutual Fund account to the brokerage mid-year...and they had to import both sets of forms....the in-account distributions that occurred before the switch were still in the Mutual Fund account to be imported.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
