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Rexopp
New Member

How do I import info from Vanguard?

Thanks, but my problem was that when I clicked on the Vanguard icon in the select financial institution section it didn't give me a choice of brokerage or mutual funds. I found that when I typed in Vanguard, it did allow me to choose brokerage. Problem solved. 

Rexopp
New Member

How do I import info from Vanguard?

Same thing happened to me. But I found that when I clicked on the Vanguard icon in the select financial institutions section it didn't give me a choice of brokerage or mutual funds. However when I typed in Vanguard instead of clicking on the icon, I did get a choice and was able to select brokerage. 

 

Hope this helps.

 

R

yingrong
Returning Member

How do I import info from Vanguard?

Doesn't work, I have tried both vanguard brokerage and vanguard mutual funds, neither one worked.

Fidelity financials imported well, not Vanguard.

RobertB4444
Employee Tax Expert

How do I import info from Vanguard?

You should contact your Vanguard brokerage to make sure that their financials are available to be downloaded by TurboTax and that your account settings are ok to allow the connection.

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