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Level 2
January 30, 2024
Question

Why can't I import from vanguard mutual funds?

  • January 30, 2024
  • 5 replies
  • 34 views
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5 replies

CatinaT1
Level 15
January 30, 2024

This should help: How do I import my 1099s?

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lk12345Author
Level 2
January 31, 2024

That link only tells you how to use it if it is functioning. The program fails to make a secure connection. (No, nothing is wrong with my WiFi or login credentials.) 

 

To add insult to injury, it cheerfully tells me I can type everything in by hand. Which negates the reason to use software in the first place. 

Alumni - Intuit
January 31, 2024
Carl
Level 11
Level 11
January 30, 2024

Depending on what specific forms you need, it's possible they are not ready yet on the Vangard website. For their release schedule for different forms see https://investor.vanguard.com/investor-resources-education/taxes/investment-tax-forms

 

lk12345Author
Level 2
January 30, 2024

Thanks, but it’s available on the website and they’ve already sent me the paper form. It just refuses to transfer. VG brokerage (which is separate) transferred fine.