I have downloaded my 1099 R forms from Vanguard Mutual Funds for several years now. In mid-2023 Vanguard switched us to IRA brokerage from IRA mutual Funds. They issued 1099Rs for both IRA brokerage accounts (post switch) and for IRA mutual funds (pre switchover). I am able to download the brokerage accounts to TurboTax but the mutual funds say nothing is there for download. I'm using my user name and password to login.
Vanguard says the data is there on their end and it is probably a TurboTax issue.
Any thoughts?
Yes, when I try to download in the 1099-R section of TurboTax, for Vanguard Brokerage, I get the Sign In screen for Vanguard.
When I try to download from Vanguard Mutual Fund, I get a screen saying my forms are not ready. 1099-R says February 21, 2024.
There is no known issue importing from Vanguard that I am aware of at this time.
Could these possibly be downloaded from the Vanguard Brokerage site that you are able to Sign In to? Otherwise, you may need to wait until the dates shown, or enter your 1099-R manually.
I entered all my Vanguard 1099R and 1099Div manually. It's not hard.
Enter a 1099R under
Federal Taxes or Personal (Home & Business)
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start