Does TurboTax import tax form information from Vanguard Brokerage accounts?

bjcampbell2010 — Tue, 24 Feb 2026 06:41:24 GMT

Re: Does TurboTax import tax form information from Vanguard Brokerage accounts?

NCperson — Tue, 27 Jun 2023 20:43:13 GMT

yes - very simple process: I do it every year.

Re: Does TurboTax import tax form information from Vanguard Brokerage accounts?

SteamTrain — Tue, 27 Jun 2023 21:19:35 GMT

One thing to note though:

The sign-in for the download from the older Mutual Fund account system is slightly different from the new(er) brokerage account system.

Read the sign-in questions very closely.

_________

I don't recall exactly how they went, but I have a family member with both types of accounts, and they had to download the data separately.....it took us several tries with the newer brokerage sign-in, that didn't work for us at first, because we failed to read closely as to what info they wanted with the sign-in....head slapped..then sign-in worked just fine.

topic Does TurboTax import tax form information from Vanguard Brokerage accounts? in Get your taxes done using TurboTax

Does TurboTax import tax form information from Vanguard Brokerage accounts?

Re: Does TurboTax import tax form information from Vanguard Brokerage accounts?

Re: Does TurboTax import tax form information from Vanguard Brokerage accounts?