Ken_123
New Member

Get your taxes done using TurboTax

I just ran into the same problem but worse.  I have inherited IRAs besides in mutual fund account. (Both show up in my mutual fund login).  The 1099-DIV imported just fine from the mutual login.  However, the 1099-R did not and it did not tell me!  I had to import from the Turbo Tax, Vanguard Brokerage account and then use the Account # and document number that is on the printed 1099-R forms.  I almost missed this... I now need to go back and check last years :(