1099-DIV download

[ValerieB]

When I imported the 1099-DIV form from Vanguard, it put the total of ordinary dividends, qualified dividends, and capital gain distributions onto Form 1040, but it did not import the breakdown of the dividends from each of the funds.  So now I have error messages for these forms 1099-DIV that should be showing the names of the funds, and the amount of dividends received from each fund, etc.  

How can correct this?

[Mike9241]

You can go to the file menu and select remove the imported data. Then try to import again. If that fails, manual entry will probably be needed. There's no telling whether the issue is with Vanguard or Turbotax. You should also look at the actual Vanguard 1099-DIV to make sure the funds are being reported separately to the IRS. 

[SteamTrain]

Just a side-note: 

If you converted, or were forced to convert a Vanguard Mutual Fund account to a Vanguard Brokerage account, then all the $$ for the Brokerage are reported on a single 1099-DIV, without a breakdown.  The "error" might be due to something else in this case.

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My brother converted his Vanguard account to the Vanguard brokerage during 2023, and on 2023 taxes had both the single Brokerage 1099-DIV, and the separate Mutual Fund 1099-DIVs to report that year.

This year, for 2024, he only had the single combined 1099-DIV....yes, the "Supplemental Details" sheets showed what came in form the various funds, but he no longer had multiple 1099-DIVs to enter in the software and it all worked out fine.  What can cause issues, is the setting for state delineating (or not ) of the tax-exempt $$ that are in box 12.