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Level 3
posted Feb 12, 2024 3:20:46 PM

Importing 1099R from Vanguard

When I access the accounts to import from Vanguard my 1099R does not appear in the list. Is this normal?

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1 Best answer
Level 15
Feb 12, 2024 3:30:23 PM

That's what I did too.  I downloaded the 1099 pdf forms from Vanguard and entered them manually.  

 

Enter a 1099R under
Federal Taxes 
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

3 Replies
Level 3
Feb 12, 2024 3:23:52 PM

This is for 2023 return. Apparently it was not available in 2022 either.  Is this what other people have found?

Level 15
Feb 12, 2024 3:25:05 PM

Vanguard changed many accounts from their mutual fund platform to a brokerage account so you may have forms from both accounts for the same asset. I downloaded my tax forms directly from Vanguard and entered the data into TurboTax manually. 

Level 15
Feb 12, 2024 3:30:23 PM

That's what I did too.  I downloaded the 1099 pdf forms from Vanguard and entered them manually.  

 

Enter a 1099R under
Federal Taxes 
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself