Go online and log into your account. Review your consolidated brokerage report. Your account number and document numbers are shown at the top.
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.
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.
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.
I am having the same issue. Do not see document id for Vanguard
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.
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.
When you import, select Vanguard Brokerage, then it asks for Document ID and account number.
Vanguard was late in publishing their 1099s, so electronic importing may not be available yet.
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.
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.
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?
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.
You can manually enter the 1099-R form since you already have a hard copy, instead of downloading the information.
Here are the instruction to follow to add the 1099-R into TurboTax Online:
You should see two options to import Vanguard documents. 1) Vanguard Mutual Fund and 2) Vanguard Brokerage. Make sure you select the correct import selection. If you received a Consolidated 1099 Form (several different 1099 Forms combined in a single document), you should select the Vanguard Brokerage import option. With this option, you will need to provide your Account Number and Document ID. Both of these items are clearly marked in the top right corner of the page next to the year. If you received a stand alone 1099 Form or do not see the Account Number and Document ID, use the Mutual Fund import option. With this option, you will use your user id and password (same as you would log into Vanguard account).
I have opened my 1099 div. and there is no Document id number anywhere on the form. So not sure how to proceed if that number is required
Go back and select the Vanguard Mutual Fund import option. For this option, you'll need your Vanguard login credentials.
Thank you for your help.
At the top of my 1099-DIV I see my Acct# and Document ID xxxx xx xxxx but when I enter them in the Vanguard brokerage area I get
Response from Vanguard - Invalid signon
I am putting in the Document ID as 11 charaters without spaces
If I go to Vanguard Mutual Fund and put in my username and password I get
No 1099 tax forms are available for this account. If you continue to experience problems, please contact Vanguard at [phone number removed].
Please reach out to Vanguard as noted in that message. If you are unable to get a resolution, please post here for further assistance.
I talked to someone at TurboTax who said the Vanguard import only works for the online version not the downloaded version I have on my Mac.
I could get a refund on the download but then I would have to reenter very thing on the online version.
If you are importing via the online version you wouldn't have to manually enter the forms. For more details, please reference this Help Article.
I have found that you can upload the pdf form that you got from your vanguard. You have to select the "enter my form differently" button. You have 3 options, direct import (which did not work with the consolidated), enter by hand (which I was quite confused about) and upload document from your computer (this worked). The confusion to me was last year I converted my vanguard accounts to brokerage type. In previous years I had a FEIN (TIN on vanguard's docs) for every mutual fund. This year I have a 1099-div and a 1099-consolidated. When I do the import it only gets the -div, and I have to "review" them over again. Now with the consolidated you just use the one FEIN/TIN number and upload the PDF or enter the totals by hand. It should be simpler but I wasted a good hour or two until I figured it out.
@nebbishd , you are a lifesaver! I spent quite a bit of time trying to figure out how to import Vanguard into TurboTax but couldn't get anything to work. I followed what you did: go to Vanguard Brokerage (even if it's a Mutual Fund), then enter account number and Doc ID, and voila! It worked!
Thank you!