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posted Jan 25, 2023 3:52:32 PM

2022 Vanguard 1099R,s imported without $$ data

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

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1 Replies
Level 15
Jan 25, 2023 3:57:12 PM

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.