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Tugboat99
Returning Member

Missing "Document ID" on Vanguard 1099-R, 1099-DIV......

Any others with this problem?

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1 Reply
ReneV4
Expert Alumni

Missing "Document ID" on Vanguard 1099-R, 1099-DIV......

Sometimes when importing documents, certain characters that populate in a field may cause this type of error message, so going back to the highlighted field and changing or deleting those characters will often clear the error. 

 

However, if the import feature is not importing properly for you, then do the following to manually input your 1099-R and 1099-DIV:

 

 

First, Delete the imported Form 1099-R and 1099-DIV:

 

 

  1. On the left panel, click on the down arrow to open more options
  2. You may have to scroll down a little to view the Tools option below
  3. Click on Tools, then Delete a form (Usually the third option down)
  4. Scroll down to delete the Form 1099-DIV and Form 1099-R

 

To manually enter your 1099-R and 1099-DIV:

 

  1. Click on Income
  2. Scroll down to IRA, 401(k), Pension Plan...(1099-R) and click Review/Start
  3. Select +Add a 1099-R, Enter a different way, then Type it in myself and make your 1099-R entries
  4. Then, return to Income and select Investments and Savings and click down arrow
  5. Select Dividends on 1099-DIV first for you 1099-DIV
  6. Select Type it in myself
  7. Input the information from your 1099-DIV
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