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Level 2

Question

How do import Vanguard Group 1099 with Doc ID?

Forum|Forum|4 years ago
February 18, 2022
5 replies
0 views

No text available

TurboTax Premier Online

anchoragedan

Level 2

Go online and log into your account. Review your consolidated brokerage report. Your account number and document numbers are shown at the top.

arunchiduAuthor

Level 2

Yes, I have done that. The problem is with TurboTax software. Vanguard is not listed among other brokerage web sites, like Fidelity, etc. So, I am not able to enter the Vanguard Document ID number.

anchoragedan

Level 2

Wait, if you can’t find Vanguard in the list of financial institutions, how do you know Vanguard is asking for a document number? Vanguard is listed on my version of TurboTax. They’re listed alphabetically.

PAULSAU

Level 2

Vanguard import is not working for me either. Is this a vanguard issue or turbo tax ...

The user experience is not good with each firm doing their own thing.

nebbishd

Level 2

What worked for me (finally) to get the Vanguard document ID import working correctly was to go to Vanguard Brokerage (even if you are importing a Vanguard Mutual funds account). This screen lets you enter the document ID and imports it accordingly.

nebbishd

Level 2

@nebbishd , you are a lifesaver! I spent quite a bit of time trying to figure out how to import Vanguard into TurboTax but couldn't get anything to work. I followed what you did: go to Vanguard Brokerage (even if it's a Mutual Fund), then enter account number and Doc ID, and voila! It worked!

Thank you!

Happy to help 🙂

Carrie44

Level 2

You should see two options to import Vanguard documents. 1) Vanguard Mutual Fund and 2) Vanguard Brokerage. Make sure you select the correct import selection. If you received a Consolidated 1099 Form (several different 1099 Forms combined in a single document), you should select the Vanguard Brokerage import option. With this option, you will need to provide your Account Number and Document ID. Both of these items are clearly marked in the top right corner of the page next to the year. If you received a stand alone 1099 Form or do not see the Account Number and Document ID, use the Mutual Fund import option. With this option, you will use your user id and password (same as you would log into Vanguard account).

BerkshireRun

Level 2

Thank you for your help.

At the top of my 1099-DIV I see my Acct# and Document ID xxxx xx xxxx but when I enter them in the Vanguard brokerage area I get

Response from Vanguard - Invalid signon

I am putting in the Document ID as 11 charaters without spaces

If I go to Vanguard Mutual Fund and put in my username and password I get

No 1099 tax forms are available for this account. If you continue to experience problems, please contact Vanguard at [phone number removed].

HeatherPLO

Level 14

Please reach out to Vanguard as noted in that message. If you are unable to get a resolution, please post here for further assistance.

@BerkshireRun

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

KCliff

Level 2

I have found that you can upload the pdf form that you got from your vanguard. You have to select the "enter my form differently" button. You have 3 options, direct import (which did not work with the consolidated), enter by hand (which I was quite confused about) and upload document from your computer (this worked). The confusion to me was last year I converted my vanguard accounts to brokerage type. In previous years I had a FEIN (TIN on vanguard's docs) for every mutual fund. This year I have a 1099-div and a 1099-consolidated. When I do the import it only gets the -div, and I have to "review" them over again. Now with the consolidated you just use the one FEIN/TIN number and upload the PDF or enter the totals by hand. It should be simpler but I wasted a good hour or two until I figured it out.

shfranz1

Level 2

I called TT tech support to talk about DOC ID, which is mentioned in this link.

The person in the call center DID NOT have sufficient information to satisfy my

question. She did the best she could, but had NO IDEA that TT has been a guiding

light into financial transactions becoming fully automated across the financial

services industry. Most financial houses are setting up an encrypted dedicated

server to transmitting COMPOSITE 1099 R tax forms to TT prep software. I got this

in the cover letter from Vanguard for my composite 1099R.

Had it not been for the Vanguard cover letter, I would have known NOTHING. In fact I

have already informed another financial house to get with the program. I cannot believe

the level of ignorance at TT and at my financial advisors office about this TOPIC. So my hat if off

to Vanguard that has been on the leading edge of a lot of this stuff. In fact somebody needs to tell the IRS to adopt the industry standard for COMPOSITE 1099R reporting... The key is in the HEADER that looks like this:

I FAILED TO INCLUDE THE SCAN OF WHAT I MEAN...

THIS stupid blog prevents a paste.... so fix this inadequacy. After all the word in the

industry is that most customers of TT are looking for alternatives.