Can't download my vanguard tax information to return

[BrandiLO]

Can you please let us know what error or message you are receiving when you attempt to download your vanguard information?

[kan2]

I am having the same problem.  For my Brokerage Account, I get the message, "This import was unsuccessful or there are no brokerage tax forms available at this time.  For more information on tax form availability, visit vanguard.com/taxcenter or if you continue to experience problems, please contact Vanguard at [phone number removed]."  For my Mutual Fund Accounts, I get the message, "No 1099 tax forms are available for this account.  If you continue to experience problems, please contact Vanguard at [phone number removed]."  I have not contacted Vanguard regarding these problems.  I have received printed copies.

[kan2]

The URL in the pop-up, [removed] is not valid.

[EbonyA]

You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here.

[normdd]

See error.  Typical runaround.  I called Vanguard first and they say call TurboTax.

[NashayLO]

@normdd What error are you receiving? 

Please see this TurboTax FAQ for troubleshooting steps, What if I can't import my 1099?

[normdd]

Response from Vanguard Group - Brokerage Account

1099 forms not yet available for tax year

I'll give them another day as I heard they are having server issues.

[theoc4me]

Message says complete

Success! We got your tax data. You can now return to TurboTax.

I go back to TurboTax and there is no information there.

[theoc4me]

Success! We got your tax data. You can now return to TurboTax.

This is the message I got but when I go back to TurboTax nothing is there.

[CatinaT1]

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?