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mp74
Level 2

Has anyone been able to import 2023 Vanguard Tax forms into turbo tax

Last year for the first time I was unable to import Vanguard 1099 R forms and 1099 B and !099 DIV forms into turbo tax.  This year I am having the same problem.

 

Importing from Fidelity has never been a problem. 

Talking to Vanguard representatives and "technical staff" does not seem to get you any where. 

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Has anyone been able to import 2023 Vanguard Tax forms into turbo tax

Vanguard is complicated  because last year they switched from their mutual fund platform to brokerage so some of the same assets have forms from both accounts. I found it simpler to enter the forms manually. 

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