turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Vanazzz
New Member

Turbo tax 2025 is importing only summary of 1099-DIV from Vanguard.

Turbo tax 2025 is importing only summary of 1099-DIV from Vanguard. .  How do I get detailed 1099-DIV? Can I manually upload a PDF?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Turbo tax 2025 is importing only summary of 1099-DIV from Vanguard.

You can download all of your tax documents directly from Vanguard. 

Turbo tax 2025 is importing only summary of 1099-DIV from Vanguard.

@Vanazzz 

 

The tax software only uses the bare 1099-DIV.   The IRS doesn't want or need all the supplemental information that are provided in the extra pages.

 

For any extra entries that "might" need to be made by you, the supplemental information pages cand help you with any extra calculations you might need to make.

 

For instance, the box 1a $$ amount might contain some US Govt interest/dividends...depending on what funds you own.  Your state may not tax those dividends and TTX lets you enter those US GOvt amounts on the follow-up page...but you have to calculate the exact $$ amounts yourself using the data from the Supplement pages.  As yet, neither the Brokerage companies, nor the tax software companies....none have the ability to calculate those exact amounts and directly post them in your tax file....yet....maybe in 5-10+ years..but don't hold your breath.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question