Kind-of
1) Vanguard import? Yeah, sometimes the imported file structure can be garbled. But that's pretty rare at this point in time as the special import file structure has been standardized for years now. If the only thing missing was the Federal withholding, it's pretty easy to just edit the 1099-R after importing it to correct any mis-entries. You really must "edit" any tax form you import...to check every line/box in the resulting TTX worksheet....and then answer critical follow-up questions.
2) Uploading from a PDF or Picture of the form? Yep, mis-entries from that happens more often. The TTX software "seems" to use some kind of AI to interpret what values are supposed to be entered in which boxes of the appropriate software's worksheet. The AI is not flawless in its interpretations....thus again, you really need to EDIT every form you've uploaded to check to ensure that every value has gone into the correct worksheet line/box.
___________________________
Currently, importing tax forms from financial providers, results in far-far fewer errors than uploading PDFs or pictures. And ALWAYS you need to doublecheck/edit every one for potential errors. I always manually enter my 1099-R forms anyhow.
(exception to importing tax forms from a financial provider, would be any ALLY 1099-INT forms. anyone with multiple CDs with them...that will result in improper 1099-INT forms in the software with missing $$ data. TTX really needs to get hold of ALLY computer staff and fix that...it's been going on for many years now)
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
