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Katy22
New Member

Can I import data from vanguard

 
posted
‎March 28, 2022 1:51 PM
last updated ‎March 28, 2022 1:51 PM
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VolvoGirl
Level 15

Can I import data from vanguard

Yes.  You might need to upgrade to Premier if you have sales on a 1099B.

 

You can enter a 1099 manually or try to import it.  If you import it be sure to check it over close and make sure the cost basis got imported and is right.  How to import your 1099

https://ttlc.intuit.com/community/entering-importing/help/how-do-i-import-my-1099/00/26254

‎March 28, 2022 1:53 PM
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