topic Can i download from vanguard? in Get your taxes done using TurboTax

Can i download from vanguard?

mrmjm8 — Tue, 03 Mar 2020 18:08:50 GMT

Re: Can i download from vanguard?

Irene2805 — Tue, 03 Mar 2020 18:35:52 GMT

To import from your Vanguard account, please follow the steps below:

[NOTE: Customers have found that when they click on the Vanguard icon in the Select financial institutions section, it didn't give a choice of brokerage or mutual funds. However when they typed in Vanguard instead of clicking on the icon, they did get a choice and were able to select brokerage. ]

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 .
Then click Continue to begin the import process

Re: Can i download from vanguard?

taxedrog — Tue, 10 Mar 2020 01:15:09 GMT

Please: I already did all of what you said. The download of data failed. The fields for various data for each fund were not populated. All that appeared was a line at the bottom with totals. I tried three times with the same result. And, TurboTax is updated with the latest updates.

Re: Can i download from vanguard?

DaveF1006 — Fri, 13 Mar 2020 00:11:01 GMT

At this point, you will need to obtain hard copies of your tax statements and manually enter those.

Re: Can i download from vanguard?

wharbaugh — Sat, 14 Mar 2020 06:39:44 GMT

I am having the same issue and I cannot figure out where to manually import the forms.

Re: Can i download from vanguard?

LinaJ2020 — Mon, 16 Mar 2020 17:17:50 GMT

If the import does not work, I would suggest you enter the information manually. Here are the steps:

In TurboTax online,

Sign in to your TurboTax account and select Pick up where you left off
At the right upper corner, in the search box, type in "1099div" and Enter
Select Jump to 1099div
Follow prompts
On-screen, Let's get your tax info, select I'll type it myself
Follow prompts to enter your info.

The program will transfer your data over to the correct tax forms.

Use the same instructions for 1099int or 1099b

@wharbaugh

Re: Can i download from vanguard?

krudKore — Sat, 11 Jul 2020 16:43:42 GMT

Did you ever get this resolved? I am having problems now with Vanguard now importing and its driving me crazy.

Re: Can i download from vanguard?

d4ec9a433962 — Sat, 11 Jul 2020 18:48:31 GMT

No answers from Intuit not from vanguard. I entered data by hand. Curiously, my spouse's data downloaded with no problem. Sorry but I have no explanation.

Re: Can i download from vanguard?

jcroentgen — Tue, 02 Feb 2021 21:23:32 GMT

I suspect it has something to do with Vanguard requiring a code or pin they send before you can log in. Turbo tax should get on top of that and allow for that code or pin. They probably need to work with Vanguard to correct it.