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Get your taxes done using TurboTax
no one can answer this without more details, what's incorrect about it? From what I've seen in other posts Vanguard did not support TT import for the legacy mutual fund account, only brokerage accounts, if that's the account merge you are referring to. If you got separate 1099s for these accounts and import only handled the brokerage account then you will likely need to enter the information the legacy mutual fund account manually.
‎April 10, 2025
5:01 AM