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Retirement tax questions
I have found that you can upload the pdf form that you got from your vanguard account. You have to select the "enter my form differently" button. You have 3 options, direct import (which did not work with the consolidated), enter by hand (which I was quite confused about) and upload document from your computer (this worked). The confusion to me was last year I converted my vanguard accounts to brokerage type. In previous years I had a FEIN (TIN on vanguard's docs) for every mutual fund. This year I have a 1099-div and a 1099-consolidated. When I do the import it only gets the -div, and I have to "review" them over and over again. Now with the consolidated you just use the one FEIN/TIN number and upload the PDF or enter the totals by hand. It should be simpler but I wasted a good hour or two until I figured it out. Also if you did the conversion to brokerage last year, you may have some individual funds from last year that you need to delete.