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Level 2
posted Feb 10, 2022 12:02:34 PM

Importing 1099B Brokerage Data from Vanguard

Using TT for MAC 2021. Running Monterey 12.2.

 

I am unable to successfully download 1099B data from Vanguard. TT asks for my account number and specifies an 11 digit number. However, my Acct number on the document is 8 digits. If I enter this 8 digit number TT will not allow me to proceed.

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1 Replies
Intuit Alumni
Feb 13, 2022 2:58:42 PM

Please follow the suggestions under the import section here. 

 

Also, please check to ensure you are selecting the correct financial institution from the list in Turbo Tax. 

 

If you still need assistance, please comment and let us know.