topic Vanguard brokerage in Get your taxes done using TurboTax

Vanguard brokerage

jstofa — Mon, 10 Feb 2025 19:11:30 GMT

On the page to import Vanguard brokerage 1099s, it says "Tax info isn’t available from this provider yet".

What does this mean?

Re: Vanguard brokerage

psg559tt — Mon, 10 Feb 2025 19:16:15 GMT

It means they haven't generated the forms yet. Try again in a week.

Re: Vanguard brokerage

jstofa — Mon, 10 Feb 2025 23:08:13 GMT

I received the forms in the mail. Do they generate different forms for TurboTax?

Re: Vanguard brokerage

SteamTrain — Mon, 10 Feb 2025 23:46:36 GMT

@jstofa

Correct. The Tax forms that are imported into the various software companies...those import files are formatted entirely differently from the PDF/paper forms you may get.

Pretty-much just data streams in a special digital format.

_________________

And it takes most financial form providers longer to create those.

Re: Vanguard brokerage

jstofa — Thu, 13 Feb 2025 14:13:46 GMT

The forms are there now. Thank you very much, psg559tt and SteamTrain for taking the time to help me!