I am using TurboTax Premier Desktop on a MacBook.
I successfully imported two 1099-R forms from one retirement firm.
When I tried to import forms from Vanguard, I could see the details of the form being imported, but when the import finished there was no form in the "List of 1099-R" page.
I called Turbotax support and reached a live person in 5 minutes (Good job!).
After some long pauses the agent told me that there is a known issue in importing composite 1099-R forms and that I will have to enter the data myself.
I asked her if the data I had imported already was good, and she said I should check the Turbotax data carefully. She also said that this import problem applies to both desktop and online versions of Turbotax.
I asked her if there was a plan to fix this problem before tax season gets hot and she said no.
I asked her if there was a list of known bugs available to users and she said no.
This is pretty shabby software QA.
