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18 replies

Level 10
June 3, 2019

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


Level 2
June 3, 2019
It still isn't working.