While I was able to import without problem my Consolidated 1099-Divfrom my Vanguard Brokerage account using the account number and Document ID provided, I have had multiple failures using the same format (acct. no., document ID specific to each 1099-R) for the 1099-Rs provided by Vanguard for my RMDs. Not sure which end is the source of the problem (Vanguard or TurboTax).
Would also mention that the 1099-DIV I received from Vanguard for dividends prior to changing to Vanguard's brokerage platform in November required me to manually enter the data into TurboTax, as my ID and password no longer would allow import from Vanguard to TurboTax as it had in past years.
Please advise re/1099-Rs.
