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To import your Vanguard information:
I am not getting a choice of Mutual Fund or Brokerage. I have a Brokerage account, and TurboTax isn't importing the data. It did import my wife's mutual fund account data. Right now I only have Vanguard Funds in my Vanguard Brokerage account. My consolidated 1099 is on Vanguard's site, and I downloaded the hardcopy. Yet TurboTax isn't importing it.
To import your 1099-B (investment sales) from a broker that participates in the TurboTax Partner program:
Note: If using the TurboTax CD/Download software, you'll use the Find function and the "Jump to" link (instead of "Tax Tools") to search for the topic.
"LindaA Level 10"
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