I'm trying to import Vanguard tax data into my tax return. Getting error "invalid sign on"

Forum|Forum|4 years ago
February 12, 2022
38 replies
260 views

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TurboTax Online

KatrinaLO

Level 14

You will need to contact customer service directly for assistance with your account. Please see the following information here for more details.

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emilcluAuthor

Level 3

I got a reply. The advertised feature does not work. No solution. In other words - Too bad - Doesn't affect us as you already bought the software. Turbo Tax please contact me if you want to make this right.

SForrestLO

Level 11

You can contact support for further assistance.

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sgordon999

Level 2

Most Financial companies now use two factor authentication as part of their security upgrades. Therefore a one factor authentication that most import software use will no longer work. Some of the financial companies, at your request, can disable two factor authentication as they are aware of the problem it causes. If they can't, then I'm not sure what the work around is but certainly hope that a solution is determined.

Gordon3

Level 4

@scflaming1

If you are getting an error, “saying those aren't the correct login and password”, it would seem that you need help from Vanguard more than from Inuit or the TurboTax community.

I had a 1099-R from a Vanguard Brokerage account. When I downloaded the content, I left out the blank spaces that are shown for the “Document ID” on the PDF version of the form that I downloaded from Vanguard’s website. If that does not work, I suggest giving Vanguard a call.

To @sgordon999's point, when accessing Vanguard’s website, I do occasionally have to receive a text message and enter a code, which is a form of two factor authentication. The “Document ID” on the 1099 forms also seems rather unique but not quite as short lived as a code received via text. I am not aware of any other purpose for the “Document ID”.

Edward1940

Level 2

Using iMac, cannot import mutual fund 1099s from Vanguard either. The brokerage download, for which Turbotax asks for the document # and account worked. But for mutual fund accounts it needs me to sign in to Vanguard. Does not work; tells me to contact Vanguard. They say to call Turbotax. I do have the 10999s on my computer since I downloaded them from Vanguard 2 weeks ago. This feature has worked in previous years. Seems like a Turbotax problem.

xmasbaby0

Level 15

@Edward1940

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.

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