Most investors will enter their transactions in summary form and mail Form 8453 within three days of e-filing rather than enter the transactions individually when they are approaching the known maximums per brokerage.
You may have started to log in to Vanguard, a TurboTax Partner, but if the cache & cookies on your computer window browser are not cleared, you may end up back at the regular TurboTax Online site or otherwise experience unexpected results.
- Log out of all Intuit accounts.
- Clear the cache & delete the cookies .
- Close the browser completely.
- Open an Incognito Chrome browser.
- Then, go to the Vanguard website or email to access the link.
- Use the link to the discount portal. Do not choose a product. Click on the Sign in link
Otherwise, see: How many stock transactions can TurboTax Online handle?
To import a spreadsheet instead:
For the upload extension in TurboTax Online, use .CSV, and in TurboTax CD/Download, use .TXF.
Before uploading, it is best to re-sort the columns to match TurboTax. From left to right, title your columns:
- Service name (examples: Coinbase)
- Asset name (examples: Bitcoin, Ethereum)
- Date of purchase
- Cost basis
- Date of sale
- Sale proceeds
If you are reporting cryptocurrency, for more information, see: Uploading Cryptocurrency in TurboTax Using Aggregator Services.
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