vanguard brokerage update is available from Vanguard but not on turbo tax

[xmasbaby0]

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February.  So if you are wanting to enter it sooner, you have to key it in by hand.   Or….wait until it is available for import.

If you want to enter it manually, click the option that says “I’ll type it in myself”

[M-MTax]

It is not uncommon for brokerage firms to release 1099s before they make them ready for download.

This happens every year.

[baldietax]

Vanguard is showing 1/27 when I try to import on desktop so check it out tomorrow and if that doesn't work for some reason I would just be patient for a few days

If you're just trying to file 1099R and waiting on import, then simply inputting may be quicker, you will have to review the imported data and supplementary questions about the 1099R anyway.

[baldietax]

just to add I think 1/27 is when Vanguard starts making data available to import, but they won't have released all their 1099Bs for everyone by tomorrow.  If the only thing you're waiting on is 1099R it may be available, you'll have to see.

[taxCrashes]

1/29 now, have been failing for a few days. Here is how it is failing today:

TurboTax 2025 Deluxe, Windows 11, Edge, all fully updated

In Edge, 3rd party cookies enabled, popups not blocked.

I've been using TurboTax for about 40 years. This year's taxes are about the same as last year's. Never had problems importing before.

Trying to import 1099-DIV from Vanguard (Brokerage)

Vanguard does a Consolidated 1099 form, so this usually gets all 1099s, not just DIV.

That opens a tab in my default browser, with 3rd party cookies accepted, no ad blocking, no virus software.

I entered the Vanguard account number and document ID from the Vanguard PDF I downloaded from Vanguard.

It confirms I am human and then the web page says,

"Connection complete!

Success! We got your tax data. You can now return to TurboTax."

So, then I go back to TurboTax, and nothing has changed. I can close, restart, etc. and the data did not come.

I definitely know I can type stuff into TurboTax myself. Lots of other things I can do as well. But I want to have this import work.

I am willing to wait if that will fix anything, but don't want to wait if it will not do any good.

From extensive experience with Intuit over the years, I can believe that when TurboTax says on that page that Success ..., they actually mean that they succeeded in displaying something that is completely not true.

[jeffschu59]

The exact environment with exactly the same results.  The only difference is probably the hardware.  I am running on an inexpensive PC as TurboTax does not support a Mac running Apple silicon.  

If the data is not available yet as some people suggest then TurboTax should be smart enough to say that. To me saying success means success and not the results that I am seeing.  For me, this is just another TurboTax issue.  Each year it seems to be getting worse. 

[RoybTo]

I'm having the same difficulty as several other folks importing 1099s from Vanguard in Premier.  Chrome browser, Windows 11, message "Success! We got your tax data. You can now return to TurboTax."  But, no data has actually been imported.  It's pretty clear the software developers need to have a look at this.

[M-MTax]

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@RoybTo wrote:

...It's pretty clear the software developers need to have a look at this.

---

This will almost certainly be resolved within the next week or two (between Intuit and Vanguard).

FWIW, it's not really limited to Vanguard; there are other brokers with the same or similar issue.

[Doug34 · Accepted solution]

I initially ran into the same problem described by others here. The Intuit website declares success, but TurboTax doesn't get the document. In my case this was caused by the fact that I denied the Intuit site permission to access my local network. Choose Allow, and you should be fine. If you already denied permission, you will be stuck until you reset this permission. In Chrome on Windows, you can do this by clicking on the View Site Information icon just to the left of the address bar. Turn on Local Network Access and try again. This solved the problem for me.

[taxCrashes]

YESSSS!!! (to Doug34's answer above)

That worked for me just now.

I even changed my default browser to Chrome just so I could follow your instructions more exactly. Some more details ...

I first typed intuit.com in to Chrome, then clicked the View Site Information button immediately to the left of the URL. Then clicked the "Site Setting" button there. The very last setting, under Permissions, is "Local network access." By default, it shows "Ask (default)". I changed it to "Allow".

So then, I ran TTax and had it import as usual (for about the 20th time), then it took me to a slightly different site, "https://ttd-fdp-ui-config-v2.app.intuit.com/". I then did the settings thing as above, and found that it showed "Ask" until I changed it to "Allow."

Then I continued as normal, and ... it worked!!!

Coming back to TurboTax I was greeted by a screen showing me the two 1099s it imported (from this single consolidated Vanguard document) = a 1099-B and 1099-DIV, with checkmark options to continue with the import.

Before this, upon return to TTax, absolutely nothing was different, no change, no failure message, nothing different vs. prior to doing the import.

So glad I asked here and did not just wait. I do of course think this is a TTax bug - to report success when the operation does not succeed.

[hsmartt001]

Thank you Doug! I followed your steps and the form imported.

[Will-007]

Same here - Doug's answer worked for me.

[glashfordjr]

Thanks Doug34 and Taxcrashes.  After changing browser settings it worked for me on Chrome.

[plw7]

I am having the same issue; got the same message:

"Connection complete!

Success! We got your tax data. You can now return to TurboTax."

But no data was imported in my tax return in Turbo tax.

Can Turbo tax please fix this issue soon?!