MarilynG1
Expert Alumni

Retirement tax questions

You should be able to import from Vanguard.  If you can share what happens when you try to import, we'll try to help.

 

Try turning off all anti-virus software, as it may be a connectivity issue not allowing your import.  Here's How to Turn Off Anti-Virus Programs.

 

If you're using TurboTax Online, clear your Cache and Cookies between attempts.

 

From the financial institution search area, try double-clicking on Vanguard in the search results, instead of using the 'import now' button.

 

This should take you to the Vanguard sign in page.  You may need to enable 'third party sharing' in your Vanguard account.

 

@dsbodart 

@RickB666 

 

 

 

 

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