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Unable to import wife's broker account from Vanguard

Tried to import my wife's Vanguard broker statement. Received message -Primary owner must be logged in to import this data. What do I have to do to import her information? 

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Accepted Solutions
MarilynG1
Employee Tax Expert

Unable to import wife's broker account from Vanguard

You need to login into her Vanguard Account with her login info for their site.

 

You always have the option to enter your 1099's manually.

 

Click the link for more info on Importing 1099's

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5 Replies
MarilynG1
Employee Tax Expert

Unable to import wife's broker account from Vanguard

You need to login into her Vanguard Account with her login info for their site.

 

You always have the option to enter your 1099's manually.

 

Click the link for more info on Importing 1099's

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

Unable to import wife's broker account from Vanguard

Nope. Logging into their site while in TurboTax does not fix this error

ThomasM125
Employee Tax Expert

Unable to import wife's broker account from Vanguard

When you have an issue importing information from a broker, often the problem lies with the broker's computer system. TurboTax can only contact the broker electronically and request the information be made available for download to our servers. If the broker will not allow that to be done, then there is nothing TurboTax can do the remedy the situation.

 

If you are unable to download the information, your best alternative is to enter it manually.

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Batman04
New Member

Unable to import wife's broker account from Vanguard

I'm having the same problem with Vanguard for Turbotax 2020.  Last year it downloaded fine in Turbotax.

EbonyL122824
Expert Alumni

Unable to import wife's broker account from Vanguard

Follow the instructions in the TurboTax FAQ here to import your 1099. If you need further assistance, contact customer support here.

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