To import from your Vanguard account, please follow the steps below:
[NOTE: Customers have found that when they click on the Vanguard icon in the Select financial institutions section, it didn't give a choice of brokerage or mutual funds. However when they typed in Vanguard instead of clicking on the icon, they did get a choice and were able to select brokerage. ]
- 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)
- On the Choose your bank or brokerage page, click the Vanguard tile or type Vanguard in the search .
- Then click Continue to begin the import process
