How do import Vanguard Group 1099 with Doc ID?

[anchoragedan]

Go online and log into your account.  Review your consolidated brokerage report.  Your account number and document numbers are shown at the top.

[arunchidu]

Yes, I have done that. The problem is with TurboTax software. Vanguard is not listed among other brokerage web sites, like Fidelity, etc. So, I am not able to enter the Vanguard Document ID number.

[anchoragedan]

Wait, if you can’t find Vanguard in the list of financial institutions, how do you know Vanguard is asking for a document number?  Vanguard is listed on my version of TurboTax.  They’re listed alphabetically.

[nebbishd]

I'm having the same issue.  Vanguard is listed as a company you can import directly from, in previous years this was by entering your Vanguard login and password into Turbotax, and it would automatically fetch your forms.  Vanguard apparently is switching to a document ID system (where like Robinhood you enter your document ID but nothing else).  But, there is no obvious way to do this for Vanguard in Turbotax.

[Ed119]

I am having the same issue.  Do not see document id for Vanguard

[anchoragedan]

Outside of TurboTax, open your web browser.  Log into your Vanguard account.  Download your consolidated statement (1099).  At the top of the first page of your statement is your "Document ID."  That's the number you plug into TurboTax.

[nebbishd]

Yes I'm aware, but where in TurboTax do we plug that number in?  Doing a document import for Robinhood takes you to a document ID screen, for Vanguard it takes you to a login/password screen, which doesn't seem to work the way it has in previous years.

[HeatherPLO]

Please see the Help Article here that provides troubleshooting steps for importing.  The instructions mention Schwab but that is just to serve as an example. If this doesn't assist with your particular upload, please reach out to us directly using the Help Article here.

[anchoragedan]

When you import, select Vanguard Brokerage, then it asks for Document ID and account number.

[anchoragedan]

Vanguard was late in publishing their 1099s, so electronic importing may not be available yet.

[PAULSAU]

Vanguard import  is not working for me either.  Is this a vanguard issue or turbo tax ...  

The user experience is not good with each firm doing their own thing.   

[nebbishd]

What worked for me (finally) to get the Vanguard document ID import working correctly was to go to Vanguard Brokerage (even if you are importing a Vanguard Mutual funds account).  This screen lets you enter the document ID and imports it accordingly.

[SForrestLO]

It could be a couple of possibilities. One is that the password was entered incorrectly, you will need to grant third-party access for Turbo Tax to import. Also, it could be that there are too many individual transactions to import as the limit is 1500.

As we do not have access to your account or return, rest assured, we are looking to provide a solution or viable workaround.

Please refer to these Turbo Tax articles for additional assistance.
How do I enter a large number of stock transactions in TurboTax Online?
What if I can't import my 1099?
How do I import my 1099?

[ephf1296]

Hello, could anyone guide me step by step through how I can find my document ID for my 1099-R form to plug into turbotax? I withdrew money from a retirement fund through my employer last year, and I have the account number and a physical copy of the 1099-R, but I can't find the document ID to use for turbotax. I read that I can find it by viewing my "consolidated brokerage report" via Vanguard's website, but I've tried to navigate the site for about an hour and cannot for the life of me find said report. Someone help please, I just want to file my taxes.