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Get your taxes done using TurboTax
The response stating you have to type in the type of Vanguard account is right. I only have a Vanguard brokerage account. So when I saw Vanguard, I of course picked it. As the TurboTax employee says the brokerage/Mutual fund picks are not offered unless you type it in. The really confusing thing is that it did import the 1099 DIV information - but not a 1099 B that is in the same account. So I saw the DIV info it had brought in and thought it was ok until later in checking I could not find the 1099 B transactions. Seems like an issue on the TurboTax side?
‎April 3, 2021
10:38 AM