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Level 3
posted Mar 2, 2020 9:45:30 AM

Can TT connect/import to/from Vanguard if you have two layer security requiring a code to login?

Connecting keeps failing for Vanguard and I wonder  if it's because I use a second layer of security to login that requires a code. Has anyone of the millions of Vanguard customers had this problem or gotten around it???

0 3 1120
3 Replies
Expert Alumni
Mar 2, 2020 10:18:37 AM

It should be available to import, since Vanguard is a TurboTax Partner for both the Brokerage Account and the Mutual Fund Account. Try turning off the two layer long enough to import it, and then re-instating it.

 

You may have to enter the transactions manually by clicking on the I'll type it in myself option instead of importing it.

 

Here are some more resources for importing the transactions:

How do I enter a large number of stock transactions in TurboTax Online?

Where do I enter a 1099-B?

Where do I enter a 1099-INT?

Where do I enter a 1099-DIV?

 

 

Level 3
Mar 2, 2020 10:33:38 AM

Seems to be hit or miss. I finally got the Mutual Fund account after many tries, but no luck on the brokerage. Not surprised as I've read many others are having problems trying to get that to import. It takes forever for Vangaurd to post it and just about that time Turbo raises its prices every year, so I guess you guys really are partners!!!

Level 3
Mar 2, 2020 1:08:39 PM

Vanguard Brokerage connects, show my form, I select it and continue and it just loops back like it never imported, then nothing shows under stock income...??? Every year there are issues with this simple feat!!!