How do I import from Vanguard?

Forum|Forum|7 years ago
June 1, 2019
2 replies
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TurboTax Deluxe Online

Anonymous

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

oceanbob6

Level 3

This import doesn't work for me this year 2020. I have two level sign in for my account at vanguard that requires a code. Does Turbotax work with this or can it not get past this sign in?

CassLO

Level 11

@oceanbob6 The Turbo Tax icon for Vanguard tries to sign you in to Vanguard Mutual Funds. If you have a Vanguard Brokerage account or if your Vanguard Mutual Fund account was converted to a Vanguard Brokerage account last year then you have to type in Vanguard on the search for field instead of selecting the icon and you will see two drop down items display, Vanguard Mutual Funds and Vanguard Brokerage. Select the Vanguard Brokerage and enter your id and password for Vanguard and then your imports will work.

"MarkMulliganSr Level 1"

Please see the TurboTax FAQ below, for issues importing:

What if I can't import my 1099?

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robertwhogan

Level 2

For tax year 2021 seems Turbotax Desktop has changed approach. Previously I needed to provide my Vanguard credentials in Turbotax. This year I am getting asked for Account number and Document ID. As explained both in Turbotax and on the downloaded forms from Vanguard these appear at the top of page 1 of the 1099.

I am literally copy/pasting these values from the PDF of the 1099 to Turbotax Desktop and yet

I get " Your credentials are incorrect. Please try again."

Since it is the first morning documents were available from Vanguard I hope this is a minor bug that gets resolved quickly.

Thoughts? (Manual entry is very problematic/risky due to extensive FTC data that I need to get right.)

Mike9241

Level 15

try manual entry of the doc ID and a/c number rather than cut and paste. sometimes there are embedded items that you can't see that result in invalid info being entered. if that doesn't work contact Vanguard for help.

there are 2 Vanguards one for mutual funds and one for brokerage. the brokerage id the one that request the doc and a/c #'s

robertwhogan

Level 2

I think there was some kind of transient issue/bug. All I did was exit Turbotax ..restart a few hours later ..repeat the copy/paste and all was well. Importing now working.