You should see two options to import Vanguard documents. 1) Vanguard Mutual Fund and 2) Vanguard Brokerage. Make sure you select the correct import selection. If you received a Consolidated 1099 Form (several different 1099 Forms combined in a single document), you should select the Vanguard Brokerage import option. With this option, you will need to provide your Account Number and Document ID. Both of these items are clearly marked in the top right corner of the page next to the year. If you received a stand alone 1099 Form or do not see the Account Number and Document ID, use the Mutual Fund import option. With this option, you will use your user id and password (same as you would log into Vanguard account).
