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Level 3
posted Apr 6, 2019 11:40:50 PM

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!

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1 Replies
Level 15
Apr 7, 2019 11:53:03 AM

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.