You'll need to sign in or create an account to connect with an expert.
Thanks...I'll warn my brother to watch out.
It's also possible they are not thru creating their tax import files...those have to be created separately from the paper reports you get, and can take a few days-to-weeks longer to show up.
________________________________
The best suggestion I could make would be to call Vanguard, and let them know it appears to be a problem.....so their software people can check out their tax file reporting systems. IF it happened to you, it may happen to millions of others....who may not notice until it's too late.
haven't seen any other reports yet, but things are just starting up.
Thank you for the response, SteamTrain. I subsequently resolved the issue. I migrated to the new brokerage platform midway through 2022, so Vanguard reports dividends separately for the brokerage platform and the legacy mutual fund platform, with separate 1099s for the time before and after migration. Hence why I was struggling to reconcile the numbers at first.
Good to know for others that might have the same issue.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
kdesantis117
New Member
tamtar2020
Level 2
jamesmagdanz
New Member
Taxpayer_2024
Level 2
rhnazarian
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.