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Level 1

Question

2022 Vanguard 1099R,s imported without $$ data

Forum|Forum|3 years ago
January 25, 2023
1 reply
11 views

My 2022 Vanguard 1099R's (yes, there are more than one) are being imported with the $$ info. filled in. Blank spaces instead.

Ask the Experts - Tax Law Changes - Jan 2023

Level 15

You are probably trying to import too soon. Usually financial institutions have the information online for you to view or print earlier than they have it ready for importing into the tax software. It is often about mid-February before you can import 1099R's, 1099B's , etc.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**