topic When will TurboTax be able to access 2021 tax data from Vanguard or Fidelity? in Retirement tax questions

When will TurboTax be able to access 2021 tax data from Vanguard or Fidelity?

nsmhealy — Mon, 09 Mar 2026 06:16:18 GMT

I keep getting the same (907) error message when trying to access Vanguard and Fidelity to import 2021 tax data and TurboTax appears to be unable to successfully process an uploaded PDF. Any idea when this will be fixed? Is there a work around short of typing in the data manually?

Re: When will TurboTax be able to access 2021 tax data from Vanguard or Fidelity?

CarissaM — Sun, 13 Feb 2022 02:43:26 GMT

This issue should be resolved. Please follow the instructions here in order to import the items into the return.

Please comment and let us know if you still need assistance.

Re: When will TurboTax be able to access 2021 tax data from Vanguard or Fidelity?

mrine3601 — Fri, 18 Feb 2022 20:57:55 GMT

The issue is not resolved, Turbotax asks for account number and document id where in the past it asked for userid and password as directions indicate? Although the forms are available on Vanguard they won't import.

Error states: Response from Vanguard Group Brokerage Account, 1099 forms not yet available for tax year.

Re: When will TurboTax be able to access 2021 tax data from Vanguard or Fidelity?

okaneplease — Fri, 18 Feb 2022 22:13:30 GMT

I love (not) when the TurboTax specialists here say an issue is resolved. This is totally not resolved. 1099 shows downloadable at the Vanguard site, but TurboTax says it's not ready for import.