turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Vanguards 1099-DIV comingles mutual funds and stock and input into Premier TT

Vanguards 1099-DIV comingles mutual funds and stock under one Fed ID and the ordinary dividends listed and input in TT include both mutual funds and stock.  In he past, I used to have to input this stock under the stock section of Premer TT.   Do I just ignore that step now??.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Vanguards 1099-DIV comingles mutual funds and stock and input into Premier TT

For Desktop and probably Online too......when you click on either Interest, Dividends or Investments from the main first income list you get ALL your 1099 forms listed mixed together.   You need to go to the bottom and click on +Add Investments.  If I’m entering interest I only want to see Interest!  

 

I don't like the new way at all.  Everybody is complaining.  Too many clicks and screens to click on and go through.   Go to the bottom and +Add Investments, then import or skip import, THEN....should be a screen with 5 boxes, pick Interest, Dividends, Stocks Bonds Mutual Funds, Cryptocurrency, or Other

Vanguards 1099-DIV comingles mutual funds and stock and input into Premier TT

Thanks so much for the quick response.  It was very thorough, and I was able to add all my income.  This year Vanguards tax paperwork has been really poor with little direction.  I found that when funds were transferred to their new brokerage system, stocks  (where there was no buying or selling activity) were lumped in with mutual funds and the ordinary dividends listed included those from both. I didn't have to break out my stock, and therefore there is no entry in the stock category of TT Premier.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question