I have downloaded my 1099 R forms from Vanguard Mutual Funds for several years now. In mid-2023 Vanguard switched us to IRA brokerage from IRA mutual Funds. They issued 1099Rs for both IRA brokerage accounts (post switch) and for IRA mutual funds (pre switchover). I am able to download the brokerage accounts to TurboTax but the mutual funds say nothing is there for download. I'm using my user name and password to login.
Vanguard says the data is there on their end and it is probably a TurboTax issue.
Any thoughts?
