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Level 2
posted Feb 20, 2024 6:02:12 PM

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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1 Replies
Level 15
Feb 20, 2024 6:17:28 PM

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.