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How do import Vanguard Group 1099 with Doc ID?

Is it from Vanguard?  I only have Copy B and Copy 2 and Copy C.  Here is the top of mine

VG 1099R.jpg

 

How do import Vanguard Group 1099 with Doc ID?

Fair 'nuf question.  Yup, Vanguard:

 

Vaguard 2023 form 1099-R.png

Wonder if there's more than one.

 

Edward

How do import Vanguard Group 1099 with Doc ID?

Oh have you transitioned over to the Brokerage  side?  I had to last year.   Mine says

Payer: VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD BROKERAGE
P.O. BOX 982901
EL PASO, TX 79998-2901

How do import Vanguard Group 1099 with Doc ID?

This reply helps nothing.

CatinaT1
Employee Tax Expert

How do import Vanguard Group 1099 with Doc ID?

If you are using TurboTax Online, try importing using a different browser.

If you use the Brave browser, you have to turn off the Brave Shields.

 

See the following TurboTax Help articles for potential fixes:

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How do import Vanguard Group 1099 with Doc ID?

That's probably the problem.  (Un)fortunately I'd already filled out the lines manually but thanks for this as it may come in handy next year.

jdlee22
New Member

How do import Vanguard Group 1099 with Doc ID?

Despite including my account number and document ID correctly three separate times, I receive the following error message:  "That didn’t work. Try signing in again. (103)"

I have never run into this issue before,  until this evening....frustrating.
Kindly advise if there is a resolution or workaround for this besides manually importing this data.

MarilynG1
Employee Tax Expert

How do import Vanguard Group 1099 with Doc ID?

TurboTax Error 103 with Vanguard typically indicates an invalid username/password, temporary server communication issues, or, frequently, that the 1099 data is not yet fully available for import, often occurring before mid-February. To resolve this, ensure you are using the primary owner's credentials, clear browser cache/cookies, and try typing "Vanguard" rather than selecting from the dropdown.

 

Make sure your Vanguard account settings allow "third party access" and you have disabled your anti-virus programs for importing.  Since the IRS already has copies of all your 1099's, you could total any 1099-Int's from the same institution and make one entry, and consider using the Summary Method for 1099-B's.

 

@jdlee22 

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