If at Vanguard?
One thing my brother and I noted last year...that messed us up initially...at least for importing the data, was that one of them you use your Vanguard UserID/Pwd to log in to import the data, and that for the other, you enter the Document-ID number at the top of your paper tax form.
I don't recall which was which...but for either case, you have to wait until Vanguard actually gets their forms distributed, usually late January to mid-Feb.
Of course, if you manually enter your data, there are no import problems, but you do need to wait for your actual forms to be issued.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
