topic TurboTax 2024 not signing onto Vanguard in Get your taxes done using TurboTax

TurboTax 2024 not signing onto Vanguard

ralphcim — Wed, 19 Feb 2025 20:15:58 GMT

Worst than last year, this product is going down hill every year. Won't sign into Vanguard and won't accept manual entries.

Re: TurboTax 2024 not signing onto Vanguard

LindaS5247 — Wed, 19 Feb 2025 21:56:31 GMT

You could try logging out of the program, and clearing your cache and cookies to see if that helps with connecting to Vanguard. ‌

Please click here for instructions on how to clear your cache. Please click here for instructions on clearing your cookies.

You may also try using another browser.

Also, make sure that all updates have been run for your TurboTax program.

Click here for information on manually updating TurboTax.

Make sure you transactions do not exceed 10,000 and that your import file size is less than 4MB. If you are close to those limits, the system will timeout and give you an error message.

Click here for "What If I Can't Import My 1099?"

If you have additional information or questions regarding this, please return to Community and we would be glad to help.

Re: TurboTax 2024 not signing onto Vanguard

crash345u — Wed, 19 Feb 2025 22:12:40 GMT

It may be easier just to download PDF files from Vanguard and import those into TT.

The TT import function was not working at all for mutual fund accounts, and was finicky importing brokerage account data.

The document ID MUST be put in without space and you MUST capitalize the letters, at least that's what worked for me.

Re: TurboTax 2024 not signing onto Vanguard

ralphcim — Thu, 20 Feb 2025 01:00:45 GMT

The root cause is Turbotax does not prompt for Vanguard username and password. The first prompt from turbotax is Account number and Document number, should be username and password. Very disappointed in the product this year.

Re: TurboTax 2024 not signing onto Vanguard

crash345u — Thu, 20 Feb 2025 01:05:28 GMT

They stopped doing that last year.