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Adlerione1
Returning Member

Can't download my vanguard tax information to return

 
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7 Replies
BrandiLO
Intuit Alumni

Can't download my vanguard tax information to return

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

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kan2
Returning Member

Can't download my vanguard tax information to return

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
Returning Member

Can't download my vanguard tax information to return

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

EbonyA
Intuit Alumni

Can't download my vanguard tax information to return

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.

 

 

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Can't download my vanguard tax information to return

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

NashayLO
Intuit Alumni

Can't download my vanguard tax information to return

@normdd What error are you receiving? 

 

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

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Can't download my vanguard tax information to return

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.

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