I imported the 2020 Vanguard consolidated 1099 that recently became available into Turbotax. Everything from the 1099-DIV portion loaded fine except the 1099B portion (Stock Sales data). No warning or error reported after the import.
Is there an issue with the Vanguard 1099B data or a bug in TTax?
Other 1099s from TDA & Fidelity had imported fine.
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It sounds like an issue on the Vanguard side. I suggest you delete the 1099-DIV import and download again. If you didn't the first time, download from the "Stocks, Mutual Funds, Bonds, Other" section of the program. If the 1099-B still won't download, you will have to manually enter. If you have a lot of transaction, don't panic, you don't have to enter each one. You can enter category totals:
Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, "Box A short-term covered" or "Box D long-term covered." You'll enter the summary info instead of each individual transaction.
It sounds like an issue on the Vanguard side. I suggest you delete the 1099-DIV import and download again. If you didn't the first time, download from the "Stocks, Mutual Funds, Bonds, Other" section of the program. If the 1099-B still won't download, you will have to manually enter. If you have a lot of transaction, don't panic, you don't have to enter each one. You can enter category totals:
Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, "Box A short-term covered" or "Box D long-term covered." You'll enter the summary info instead of each individual transaction.
I had to import a second time to get the 1099B included in the list to imported. Selecting the 1099B after the 2nd import the stock sales data got loaded. Issue resolved now.
I'm glad to hear you were able to successfully download the 1099-B.
I have the Premier CD version of TurboTax (not online). It is trying to connect to Vanguard brokerage but fails. Is this not possible with this PREMIER version?
Mine also did not properly download. How do I delete the previous, and try again?
If I remember correctly from back in Feb, to resolve the issue you have to import twice:
1) for the 1099 portion (-DIV, interest etc)
2) for the 1099B portion (stock trades etc)
But how do I get back to this stage, and then import again? Is it not necessary to delete the original, partial info?
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