topic Re: Vanguard Import Error in Get your taxes done using TurboTax

Vanguard Import Error

Vegas79 — Tue, 18 Feb 2020 15:16:27 GMT

I'm trying to import from Vanguard but keep getting an "account not found Error" My wifes info imported fine and I can log into Vanguard using the same id/pass.

Any Ideas?

Re: Vanguard Import Error

Irene2805 — Tue, 18 Feb 2020 15:55:10 GMT

Vanguard has two options:

Vanguard Group - Brokerage Account
Vanguard Group - Mutual Fund Accounts

Some customers have had success using Brokerage instead of Mutual Fund or vice versa.

Re: Vanguard Import Error

rkmausibm — Tue, 18 Feb 2020 17:29:49 GMT

I have two accounts, mutual funds and brokerage. These two separate accounts have separate ID and password. The mutual funds account works fine in importing, but brokerage one keeps failing. I already talked to Vanguard and after lengthy investigation, they determined the problems are with TurboTax.

Any comments from Turbotax?

Re: Vanguard Import Error

kingroller1 — Fri, 26 Mar 2021 17:30:37 GMT

I'm having the same issue

Re: Vanguard Import Error

Cynthiad66 — Fri, 26 Mar 2021 19:37:58 GMT

Exactly what is your issue. Please provide the details on the error message so that we can assist you.

Re: Vanguard Import Error

kingroller1 — Sun, 28 Mar 2021 18:02:41 GMT

Hi,

I'm trying to import a 1099-DIV from Vanguard. After I try to import I receive this error message:

"Something unexpected happened and we need to try again.

Enter your info again, and watch out for typos. If it still doesn't work, double check it with the financial institution to make sure it's correct. (907)"

My account is held by the Vanguard Group - Brokerage Account, so I'm trying to import from that selection in the UI (although I've also tried to import from Vanguard Group - Mutual Fund Accounts). I've quadruple confirmed I'm using the correct user name and password, and I've tried copy/pasting the password and typing the password. Nothing works.

The personal copies of this/these form(s) are available in my account at Vanguard. I also called TurboTax help and didn't receive any useful guidance (was simply told to wait longer as the form may not be available for download yet from Vanguard).

Any help would be appreciated.

Re: Vanguard Import Error

LindseyLO — Sun, 28 Mar 2021 18:10:54 GMT

Have you also tried clearing your cache and refreshing? This may also help. Hep with doing so has been provided by clicking here.

Re: Vanguard Import Error

kingroller1 — Sun, 28 Mar 2021 18:19:11 GMT

Unfortunately this didn't resolve the issue. I just cleared my cache and tried again and that didn't help. I still receive the same error message. I again tried different areas (e.g. tried both Vanguard Brokerage and Vanguard Mutual Funds, tried both importing from the 1099-DIV screen, the 1099-INT and the 1099-B screens (I have forms for all)). Nothing works. Same error message: 907.

Re: Vanguard Import Error

SForrestLO — Tue, 30 Mar 2021 16:55:01 GMT

@kingroller1

It is possible that Vanguard does not have their form available to import yet. You can enter the information manually or you can contact Vanguard and ask when 1099-DIV will be available for import.

Re: Vanguard Import Error

abex1 — Sat, 29 Jan 2022 04:13:33 GMT

You need to use Brokerage, not Mutual Funds.