If your financial institution is a TurboTax 1099 Import Partner, you'll likely be able to import your 1099-INT, 1099-DIV, 1099-OID, 1099-R, 1099-NEC, and 1099-MISC (without entries in boxes 8 or 10) by January 31, 2025. And you'll likely be able to import your 1099-B and 1099-MISC (with entries in boxes 8 or 10) by February 15, 2025. If your brokerage issues a consolidated tax statement with several types of 1099s, which is common, you might not be able to import any of your 1099s until February 15, 2025.
Vanguard Group - Brokerage Account and Vanguard Group - Mutual Fund Accounts are both listed as TurboTax Import Partners. Contact your brokerage if you have questions about the availability of any of their forms.
Check here for updates to the Help Article with this information.
You have the option to enter the information from Forms 1099-B manually. See this help article for more information.
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