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Level 1

How do I import from Vanguard?

 
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Level 1

How do I import from Vanguard?

You can import tax documents from Vanguard. Follow the steps below to get to the importing section in TurboTax software.

      1. Log into your TurboTax account, if you are not already, and get inside of your return

      2. In the search box in the top right corner, type in "import" and hit enter

      3. From the drop down, select "Jump to import" and this will take you to the Import Summary screen

      4. Choose "Add Other Documents" and this is where you will be able to import your tax documents

      5. Select Import from my bank or brokerage and then type in Vanguard and Continue

       6. This will take you to the screen to enter your login information for your Vanguard account in order to import the information into the software. Enter the login credentials and then select Continue

 





1 Reply
Level 1

How do I import from Vanguard?

You can import tax documents from Vanguard. Follow the steps below to get to the importing section in TurboTax software.

      1. Log into your TurboTax account, if you are not already, and get inside of your return

      2. In the search box in the top right corner, type in "import" and hit enter

      3. From the drop down, select "Jump to import" and this will take you to the Import Summary screen

      4. Choose "Add Other Documents" and this is where you will be able to import your tax documents

      5. Select Import from my bank or brokerage and then type in Vanguard and Continue

       6. This will take you to the screen to enter your login information for your Vanguard account in order to import the information into the software. Enter the login credentials and then select Continue