I have not been able to import Vanguard Mutual Fund 1099R for the 2022 tax year or the most recent tax year 2023. Also my 1099B Brokerage account forms and 1099 DIV forms for both tax years have had to be typed in.
Numerous emails back and forth with Vanguard have not resolved the situation, so I threw up my hands and had to quit wasting my time with Vanguard technical and Flagship account representatives in order to get my tax filing done.
After typing in my 1099B info for the Vanguard Brokerage account, the turbo tax software said the IRS would still require a copy of the 1099B information either by mail or by importing the pdf form which I had downloaded to my desk top.
I should note that my Fidelity tax forms 1099R, 1099DIV and 1099B imported easily to turbo tax as they have for many years. I also had success with Vanguard up until tax years 2022 and 2023.
