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Retirement tax questions
I am having the same problem with downloading from Vanguard. I see you were able to do so with the account number and Document ID....where and how do you do that since the only entry point I can see with Vanguard is the user name and password which gets the "can't download" error message. The other problem is that if I try to do the entry manually the 1099 really only does total dividends and distributions with no way I can see to break out the individual dividends for the the separate funds from the totals on the front summary of the 1099.
March 22, 2022
4:49 PM