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brgczy
New Member

How do I import info from Vanguard?

 
17 Replies
Tonita
Level 2

How do I import info from Vanguard?

To import your Vanguard information:

  • Go to Federal > Wages & Income
  • Scroll down to the Retirement Plans and Social Security section and click Start next to
    IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • On the Choose your bank or brokerage page, click the Vanguard tile or type Vanguard in the search box to select mutual fund or brokerage account
  • Then click Continue to begin the import process


sramakrishna1966
New Member

How do I import info from Vanguard?

It still isn't working.
jvitullo
New Member

How do I import info from Vanguard?

Still not working...which is very frustrating.
ilovsf
New Member

How do I import info from Vanguard?

Not working here 2/24
sramakrishna1966
New Member

How do I import info from Vanguard?

Doesn't work. Turbo tax doesn't acknowledge it either - I called them three times and all the three times they hung up on me.
sramakrishna1966
New Member

How do I import info from Vanguard?

This is what they call their "Premier" service.
jvitullo
New Member

How do I import info from Vanguard?

Solved.  Search for Vanguard and choose their brokerage option instead of the mutual fund version in the favorites list.
sramakrishna1966
New Member

How do I import info from Vanguard?

No, it doesn't work for that either.
sramakrishna1966
New Member

How do I import info from Vanguard?

My account was indeed a brokerage account, which is what I tried all along.
jvitullo
New Member

How do I import info from Vanguard?

Mine imported from vanguard- brokerage, but wouldn't work from vanguard-mutual fund.
swchaocc
New Member

How do I import info from Vanguard?

unable to import from vanguard brokerage account, Something unexpected happened and we couldn't get your form. Try again in a few hours. (1400).
eric-oria
New Member

How do I import info from Vanguard?

doesnt work for me either - why in the world do the feature the logo on the import section?
Rexopp
New Member

How do I import info from Vanguard?

I am not getting a choice of Mutual Fund or Brokerage. I have a Brokerage account, and TurboTax isn't importing the data. It did import my wife's mutual fund account data. Right now I only have Vanguard Funds in my Vanguard Brokerage account. My consolidated 1099 is on Vanguard's site, and I downloaded the hardcopy. Yet TurboTax isn't importing it.

CassLO
Expert Alumni

How do I import info from Vanguard?

To import your 1099-B (investment sales) from a broker that participates in the TurboTax Partner program:

  • Open (continue) your return in TurboTax Online. (If your return isn't open, you'll need to sign in and click Take me to my return.)
  • Click Tax Tools (lower left side of your screen).
  • Select Tools.
  • In the pop-up window, select Topic Search.
  • In the I'm looking for: box, type 1099-b.
  • In the results box, highlight 1099-b, then click GO.
  • You'll land on Did you sell any investments in 2019? Click Yes
  • Did you get a 1099-B or a brokerage statement for these sales? Click Yes.
  • Choose your bank or brokerage. (Click the first screenshot below for reference.) Begin typing the name of the brokerage (or select it from the popular choices), then click the name in the drop-down box. Scroll down and click Continue
  • Nice! We can go ahead and import your 1099-B now. (Click the second screenshot below for reference.) Enter the information requested to access your account, then scroll down and click Continue to import the 1099-B.

Note: If using the TurboTax CD/Download software, you'll use the Find function and the "Jump to" link (instead of "Tax Tools") to search for the topic.

"LindaA Level 10"

How do I import my 1099?

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