topic Importing Vanguard mutual funds account 1099 in Get your taxes done using TurboTax

Importing Vanguard mutual funds account 1099

virdils1491 — Wed, 11 Feb 2026 03:43:06 GMT

I have imported 1099s from other turbotax partners. But i could not import 1099s from Vanguard mutual funds account

Re: Importing Vanguard mutual funds account 1099

Bsch4477 — Mon, 12 Feb 2024 20:04:11 GMT

As you probably know Vanguard changed many accounts from their mutual fund platform to brokerage. That might be causing a glitch. Might be better this year to manually enter your data.

Re: Importing Vanguard mutual funds account 1099

virdils1491 — Thu, 15 Feb 2024 01:54:47 GMT

Thanks. I checked with Vanguard and they confirmed that mutual fund accounts have been transferred to brokerage accounts. I will check importing brokerage account to Turbotax after Feb 16th or 29th. If successful then I will post it for benefit of other Turbotax users.

Thanks again