topic Not working here 2/24 in Get your taxes done using TurboTax

How do I import info from Vanguard?

brgczy — Mon, 03 Jun 2019 23:46:09 GMT

To import your Vanguard information: Go to Federal > Wag...

Tonita — Mon, 03 Jun 2019 23:46:11 GMT

To import your Vanguard information:

Go to Federal > Wages & Income
Scroll down to the Retirement Plans and Social Security section and click Start next to
IRA, 401(k), Pension Plan Withdrawals (1099-R)
On the Choose your bank or brokerage page, click the Vanguard tile or type Vanguard in the search box to select mutual fund or brokerage account
Then click Continue to begin the import process

It still isn't working.

sramakrishna1966 — Mon, 03 Jun 2019 23:46:12 GMT

It still isn't working.

Still not working...which is very frustrating.

jvitullo — Mon, 03 Jun 2019 23:46:14 GMT

Still not working...which is very frustrating.

Not working here 2/24

ilovsf — Mon, 03 Jun 2019 23:46:15 GMT

Not working here 2/24

Doesn't work. Turbo tax doesn't acknowledge it either - I...

sramakrishna1966 — Mon, 03 Jun 2019 23:46:16 GMT

Doesn't work. Turbo tax doesn't acknowledge it either - I called them three times and all the three times they hung up on me.

This is what they call their "Premier" service.

sramakrishna1966 — Mon, 03 Jun 2019 23:46:17 GMT

This is what they call their "Premier" service.

Solved. Search for Vanguard and choose their brokerage o...

jvitullo — Mon, 03 Jun 2019 23:46:19 GMT

Solved. Search for Vanguard and choose their brokerage option instead of the mutual fund version in the favorites list.

No, it doesn't work for that either.

sramakrishna1966 — Mon, 03 Jun 2019 23:46:21 GMT

No, it doesn't work for that either.

My account was indeed a brokerage account, which is what...

sramakrishna1966 — Mon, 03 Jun 2019 23:46:22 GMT

My account was indeed a brokerage account, which is what I tried all along.

Mine imported from vanguard- brokerage, but wouldn't work...

jvitullo — Mon, 03 Jun 2019 23:46:24 GMT

Mine imported from vanguard- brokerage, but wouldn't work from vanguard-mutual fund.

unable to import from vanguard brokerage account, Somethi...

swchaocc — Mon, 03 Jun 2019 23:46:25 GMT

unable to import from vanguard brokerage account, Something unexpected happened and we couldn't get your form. Try again in a few hours. (1400).

doesnt work for me either - why in the world do the featu...

eric-oria — Mon, 03 Jun 2019 23:46:27 GMT

doesnt work for me either - why in the world do the feature the logo on the import section?

Re: To import your Vanguard information: Go to Federal > Wag...

Rexopp — Tue, 28 Jan 2020 22:35:58 GMT

I am not getting a choice of Mutual Fund or Brokerage. I have a Brokerage account, and TurboTax isn't importing the data. It did import my wife's mutual fund account data. Right now I only have Vanguard Funds in my Vanguard Brokerage account. My consolidated 1099 is on Vanguard's site, and I downloaded the hardcopy. Yet TurboTax isn't importing it.

Re: To import your Vanguard information: Go to Federal > Wag...

CassLO — Wed, 29 Jan 2020 16:29:12 GMT

To import your 1099-B (investment sales) from a broker that participates in the TurboTax Partner program:

Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
Click Tax Tools (lower left side of your screen).
Select Tools.
In the pop-up window, select Topic Search.
In the I'm looking for: box, type 1099-b.
In the results box, highlight 1099-b, then click GO.
You'll land on Did you sell any investments in 2019? Click Yes.
Did you get a 1099-B or a brokerage statement for these sales? Click Yes.
Choose your bank or brokerage. (Click the first screenshot below for reference.) Begin typing the name of the brokerage (or select it from the popular choices), then click the name in the drop-down box. Scroll down and click Continue.
Nice! We can go ahead and import your 1099-B now. (Click the second screenshot below for reference.) Enter the information requested to access your account, then scroll down and click Continue to import the 1099-B.

Note: If using the TurboTax CD/Download software, you'll use the Find function and the "Jump to" link (instead of "Tax Tools") to search for the topic.

"LindaA Level 10"

How do I import my 1099?

Re: To import your Vanguard information: Go to Federal > Wag...

Rexopp — Wed, 29 Jan 2020 18:06:47 GMT

Thanks, but my problem was that when I clicked on the Vanguard icon in the select financial institution section it didn't give me a choice of brokerage or mutual funds. I found that when I typed in Vanguard, it did allow me to choose brokerage. Problem solved.

Re: unable to import from vanguard brokerage account, Somethi...

Rexopp — Wed, 29 Jan 2020 18:09:07 GMT

Same thing happened to me. But I found that when I clicked on the Vanguard icon in the select financial institutions section it didn't give me a choice of brokerage or mutual funds. However when I typed in Vanguard instead of clicking on the icon, I did get a choice and was able to select brokerage.

Hope this helps.

Re: Solved. Search for Vanguard and choose their brokerage o...

yingrong — Mon, 28 Feb 2022 20:24:56 GMT

Doesn't work, I have tried both vanguard brokerage and vanguard mutual funds, neither one worked.

Fidelity financials imported well, not Vanguard.

Re: Solved. Search for Vanguard and choose their brokerage o...

RobertB4444 — Mon, 28 Feb 2022 23:55:44 GMT

You should contact your Vanguard brokerage to make sure that their financials are available to be downloaded by TurboTax and that your account settings are ok to allow the connection.