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foolgolf12
New Member

My information from Vanguard did not transfer correctly. Can I redo it again to get the correct info or do I have to type the numbers into the forms.

 
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MichaelDC
New Member

My information from Vanguard did not transfer correctly. Can I redo it again to get the correct info or do I have to type the numbers into the forms.

Yes, you can redo your transfer. However, to prevent an error or double reporting entry, please delete the information you plan on importing again.

To update or delete information you imported:

  1. Open your return.
  2. Click Federal Taxes and then select Wages & Income.
  3. Proceed to the Your 2016 Income Summary screen.
  4. Click View next to Import Summary. You can then edit or remove the item as you wish.

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1 Reply
MichaelDC
New Member

My information from Vanguard did not transfer correctly. Can I redo it again to get the correct info or do I have to type the numbers into the forms.

Yes, you can redo your transfer. However, to prevent an error or double reporting entry, please delete the information you plan on importing again.

To update or delete information you imported:

  1. Open your return.
  2. Click Federal Taxes and then select Wages & Income.
  3. Proceed to the Your 2016 Income Summary screen.
  4. Click View next to Import Summary. You can then edit or remove the item as you wish.

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