topic Unable to import wife's broker account from Vanguard in Get your taxes done using TurboTax

Unable to import wife's broker account from Vanguard

jm6637 — Fri, 07 Feb 2020 20:05:22 GMT

Tried to import my wife's Vanguard broker statement. Received message -Primary owner must be logged in to import this data. What do I have to do to import her information?

Re: Unable to import wife's broker account from Vanguard

MarilynG1 — Fri, 07 Feb 2020 20:24:02 GMT

You need to login into her Vanguard Account with her login info for their site.

You always have the option to enter your 1099's manually.

Click the link for more info on Importing 1099's

Re: Unable to import wife's broker account from Vanguard

ghandrews — Sun, 01 Mar 2020 19:29:43 GMT

Nope. Logging into their site while in TurboTax does not fix this error

Re: Unable to import wife's broker account from Vanguard

ThomasM125 — Sun, 01 Mar 2020 22:34:01 GMT

When you have an issue importing information from a broker, often the problem lies with the broker's computer system. TurboTax can only contact the broker electronically and request the information be made available for download to our servers. If the broker will not allow that to be done, then there is nothing TurboTax can do the remedy the situation.

If you are unable to download the information, your best alternative is to enter it manually.

Re: Unable to import wife's broker account from Vanguard

Batman04 — Fri, 29 Jan 2021 17:48:40 GMT

I'm having the same problem with Vanguard for Turbotax 2020. Last year it downloaded fine in Turbotax.

Re: Unable to import wife's broker account from Vanguard

EbonyL122824 — Fri, 29 Jan 2021 18:36:16 GMT

Follow the instructions in the TurboTax FAQ here to import your 1099. If you need further assistance, contact customer support here.