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Level 1
June 6, 2019
Question

It is 2/15/2019 and am unable to import 1099s from Vanguard. Transfer attempts are repeatedly dropped. Why?

  • June 6, 2019
  • 1 reply
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1 reply

Level 2
June 6, 2019

Had the same problem. In my case, instead of clicking on the Vanguard icon to import, I had to search for Vanguard in the search box and then select Vanguard brokerage account, as seems that the default on the icon was for mutual.