I have Jan>Jun under the "old Vanguard" and Jul>Dec under Vanguard Brokerage. I am having trouble entering Vanguard Mutual funds either manually or by import. They only list Vanguard Brokerage! I have a Vanguard 1099-DIV with data from Jan>Jun that needs to be entered for the same funds that were successfully imported from Vanguard Brokerage for Jul>Dec 2024. The funds that are listed for Review take me to the page that lists only the Vanguard Brokerage and not the legacy Vanguard! I also need to manually input a 1099-INT data from Equitable Financial Life which I have done for many years. Can I go to Forms and enter the data needed? If not, how? Using Windows 10, same as last few years. I am not the only person having problems with TurboTax and Vanguard this year.
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Are you using the Desktop program? Which version? I know, I don't like how to enter Interest, Dividends, Sales etc. Too many clicks and screens to click on and go through.
To manually enter, don't enter the bank name and click Skip Import at the bottom
THEN....should be a screen with 5 boxes, Interest, Dividends, Stocks, Bonds, Mutual Funds, Cryptocurrency and Other.
If you get on the list of your entries, go to the bottom and +Add Investments, then import or skip import, THEN....should be a screen with 5 boxes, pick Interest, Dividends, Stocks Bonds Mutual Funds, Cryptocurrency, or Other. Oh and Interest, Dividends and Sales are listed in the same list on the screen alphabetically. If I go to Interest I only want to see Interest!
You can switch to Forms Mode and enter them directly into Schedule B using the Dividend Income Smart Worksheet. But then they might not show up in the Step-by-Step list.
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