And another note.....for several users, there was a strange new Pop-Up about allowing access to your device...that you have to accept, before the data will actually import from Vanguard to your file (not sure that pop-up occurs in all situations).....but for one of my import situations, the notice indicated the download was successful, but nothing actually downloaded. I had to repeat the import process, and then hit the "Accept" in the Pop-Up, and THEN the data appeared in my tax file.
And, whether the special tax file, that is needed for import into software, is really available or not may depend on what you hold at Vanguard.....even though many tax files are ready for certain investors, some folks have to wait longer. Like for those holding REITs, those might not come out until late Feb or early March (my Mom's typically didn't get posted until the first week in March).
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
