Ongoing problem importing from Vanguard to TurboTax Deluxe Desktop 2024 on Windows 10

[tmeshelle]

I was finally able to import my Vanguard statements last night - Feb 18th 

[CatinaT1]

Are you having problems with Vanguard Group? You can sign up for updates in this link: Why am I unable to choose Vanguard Group for importing?

[UnderDuress2023]

Yes, I also have used TT for years and never had this level of trouble with the import. 

For anyone who has not already spent the money on TurboTax for 2024, you should check out the free options. There are more every year.

https://www.irs.gov/filing/irs-free-file-do-your-taxes-for-free 

And if you don't trust the link, search for IRS Free File.

The part that bothers me the most is that Intuit has designed an import system for which it is impossible to give  feedback that would let them fix important bugs.  TT blames Vanguard, Vanguard blames TT. 

[KRUSKA1]

HAVE NEVER HAD PROBLEMS IN THE PAST.......WHATS UP.

[MarilynG1]

At the institution page, type in Vanguard in the search area, then double-click on it in the search results.  You should get to the Vanguard Sign In page.

If you're using TurboTax Online, close the program and clear your Cache and Cookies between attempts.

If you get this far, give details of what happens next and we'll try to help.

@KRUSKA1 

[UnderDuress2023]

With Vanguard, my originally reported error message is what precisely what happens after providing valid account and document entries to the screens you showed, @MarilynG1.

The reason I am posting today is to report that, after waiting for Schwab to notify me that tax documents were finally ready to download (early Feb then late Feb), the import from Schwab to TurboTax desktop worked perfectly, as it had in previous years.

My guess, based on 30 years experience writing web applications and back-end data transfer systems, is that Intuit changed the spec on the error handling, and partners did not keep up with the (likely terribly documented) API changes.  

Anyway, if you had trouble with Schwab, try them again.  I never got anywhere with Vanguard this year.

Good luck, everyone. 

[Karkn]

I get to the form where you type in the account and document id.  After typing them in with no spaces I get a popup saying it is establishing a secure connection.  a few seconds later, i get a beep and the dialog disappears.  It fails so quickly that it has to be related to actually establishing the connection.  There is no error message, just a beep.

I am attempting to import brokerage data.  Has anybody been able to resolve this?

[mct12]

Cannot import DIV or INT from Vanguard account. Asking for type of file which it never did in the past. 

[MarilynG1]

Yes, it sounds like you're not getting a good connection to the broker's server.  

Here's How to Turn Off Anti-Virus Programs, which may resolve your issue.

If you're using TurboTax Online, be sure to clear your  Cache and Cookies between attempts.

@Karkn 

[Karkn]

I have several brokers and its only vanguard that isn't working though I did have some trouble with on of my old TDA accounts.  Both of these used the account/document id method.  I looked for other possible security settings and didn't find any.

I turned off the firewall and anti virus software and tried again.  No change.  I have the latest TT updates.  

[CatinaT1]

There was an update last night that MAY have solved your issue. Make sure you have the most updated software and try again.

[rockymadness]

Hi Underduress, Have you or anyone figured out the same VERY frustrating vanguard turbo tax import issue? I'm not a conspiracy theory person but do notice this year intuit is pushing the pay for live tax advice on tv and radio not just online. This is pissing me off because I started with vanguard and turbo tax 30 yrs ago.

thanks

[rockymadness]

This message was SPOT on regarding my own experience. I mean if intuit wants us to buy live tax advice this is a crappy way to do it. TT since 93. Too many other programs out there to put up with this crap. So what are you doing?

[UnderDuress2023]

Hi @rockymadness and everyone else stuck on this

I feel your pain! 

I saw one person earlier in the thread managed to get their Vanguard data on Feb 18th.  It could be worth getting yesterday's updates and trying one more time.

I am guessing it has something to do with the complexity of the account structure.  It is impossible to know without diagnostic help from Vanguard and Intuit at the time of the attempts.

I ended up typing my Vanguard numbers into TurboTax --- off the PDFs which I had been able to download directly off the Vanguard portal.

Next year I will work pretty hard to avoid buying a TurboTax license.  Intuit seems to be spinning completely out of control, completely out of touch with its user base.  

For anyone looking for alternatives to QuickBooks, I can point you to https://manager.io  which is free for any single user on Windows, Mac and Linux.  It does not have ALL the QB features but it is extremely useful. 

Here's hoping your day (night) involves more than tax preparation.

[Karkn]

The update got me past the authentication problem.  Give it  a try.