Cass0317
Intuit Alumni

Get your taxes done using TurboTax

I would first try clearing your cache and cookies, then closeout and re-open your browser and log back into TurboTax. When you are back in this area, try the download again. You can import tax documents from Vanguard.by following the steps below to get to the importing section in TurboTax software.

      1. Log into your TurboTax account, if you are not already, and get inside of your return

      2. In the search box in the top right corner, type in "import" and hit enter

      3. From the drop down, select "Jump to import" and this will take you to the Import Summary screen

      4. Choose "Add Other Documents" and this is where you will be able to import your tax documents

      5. Select Import from my bank or brokerage and then type in Vanguard and Continue

       6. This will take you to the screen to enter your login information for your Vanguard account in order to import the information into the software. Enter the login credentials and then select Continue

 

You may also need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here.

 

If this does not work, you may have to manually input your details that are not downloading by following the instructions below:

What if I can't import my 1099?

 

@pfrank1