I am also a Vanguard customer.
1) I assume that my actual total dividends for each mutual fund in 2024 is the addition of the dividends shown on my mutual fund 1099 plus the dividends shown in the Brokerage 1099, correct ?
Response: Yes
2) Assuming the above is true, will the mutual fund forms be available for importation via TurboTax later ? Or will I have to enter the information manually by adding the dividends from the forms I could not import ?
Response: Through my online account I sent Vanguard a message stating in Turbo Tax there is a working brokerage import, but not one for mutual funds. Will there be an import for mutual funds (no, yes)? If yes, what date?
Vanguard's response was unhelpful telling me to contact Turbo Tax and that I could input the mutual fund data from the downloads from the tax center.
I imagine that Vanguard will NOT provide a mutual fund import and will NOT state that, so go to the Vanguard tax center, download all your tax documents, and input the mutual fund data into Turbo Tax by copy/paste.
2/2025 Vanguard announced reductions of investment expenses in many funds of .01% - .02%. Reducing costs is Vanguard's priority not service (e.g. making tax filing easier through imports).
