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Get your taxes done using TurboTax
For tax year 2021 seems Turbotax Desktop has changed approach. Previously I needed to provide my Vanguard credentials in Turbotax. This year I am getting asked for Account number and Document ID. As explained both in Turbotax and on the downloaded forms from Vanguard these appear at the top of page 1 of the 1099.
I am literally copy/pasting these values from the PDF of the 1099 to Turbotax Desktop and yet
I get " Your credentials are incorrect. Please try again."
Since it is the first morning documents were available from Vanguard I hope this is a minor bug that gets resolved quickly.
Thoughts? (Manual entry is very problematic/risky due to extensive FTC data that I need to get right.)
‎January 28, 2022
8:31 AM