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zzbuxton
Level 1
January 28, 2023
Question

How to import dividend information from Vanguard?

Hoe to import dividend information from a mutual fund company?

2 replies

Mike9241
Level 15
Mike9241Level 15
Level 15
January 28, 2023

use the file import from a financial institution and select Vanguard.  note that the 2022 1099s from them may not yet be ready. You'll be notified of the date if your import files. 

 

Mike9241
    Level 15
    xmasbaby0Level 15
    Level 15
    January 28, 2023

    You are probably trying to import too soon.  Usually financial institutions have the information online for you to view or print earlier than they have it ready for importing into the tax software.  It is often about mid-February before you can import 1099R's, 1099B's , etc.   

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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