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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 :(
March 3, 2024
1:04 PM