And be fully cognizant of what kind of account you have at Vanguard.
Lat year I was helping my Brother with th4 Vanguard import, and he still had both a historic Mutual Fund account, and a newer Brokerage account. We were having a huge problem with one of them, and then realized that one of them did NOT use the normal UserID/Pwd to log into Vanguard for importing the file from within TTX....one of them used the Document-ID at the top of the PDF/paper Consolidated 1099-B statement for that account type. But like I said, I don't remember which account type it was.
...read the login text closely when you start the import...it was obvious once we actually read the text describing what to enter as a login to start the import...we didn't, at least not at first.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
