To import your Vanguard information:
- Go to Federal > Wages & Income
- Scroll down to the Retirement Plans and Social Security section and click Start next to
IRA, 401(k), Pension Plan Withdrawals (1099-R)
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On the Choose your bank or brokerage page, click the Vanguard tile or type Vanguard in the search box to select mutual fund or brokerage account
- Then click Continue to begin the import process
