Problem with import from Vanguard Brokerage

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

I had the same problem with all of my brokerage accounts. After trying, all of the advice found here and on the Internet, I decided to enter everything manually. But the problem is, it seems, that once  TurboTax, has you marked as importing your 1099s, it won't let you go back to manual entry.

I fussed around with this for quite a while, even deleted and reinstalled TurboTax to no avail. However, I finally found a way where I could manually enter my data, even though TurboTax kept forcing me into an import loop.

What I had to do was go back to wages and income, and then go to where you enter your stock information. It then comes up with a screen that says "let's finish pulling in your investment income." Go down until you see the line that says "add investments." Click on the add investments. 

Next you should see the screen that lists all of the possible brokerages. The secret here is to go toward the bottom and click on Skip Import. 

Now you are back to where you can enter your 1099 manually.

Iin retrospect, it may seem obvious, but it wasn't obvious to me.