22198
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do I import documents into TurboTax from Vanguard for a UTMA account?

I have a UTMA holding for a minor in my Vanguard account. The only login for this is my Vanguard account login. But when I try to import  them using TurboTax (DVD version) the documents for the UTMA account don't even show up in the list of "Documents Now Ready for Import".  

 

Is there anyway around this?

 

Thanks!

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

How do I import documents into TurboTax from Vanguard for a UTMA account?

Enter the document manually.   An account in the minors name will not be in your Vanguard account for imports - it would be in a separate account or not importable.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question