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Dom2
Level 3

Vanguard Import available or not?

I'm looking to import 1099-R IRA distributions from Vanguard but nothing is available.  Not sure if it's too early or what.  The information below is from Vanguard's website and they specifically reference able to import using online software which doesn't make much sense to me (I'm using windows version).  They also reference not available for tax deferred accounts which I'm interpreting as IRA accounts.  I was able to do this last year.  Paper downloads are available on the Vanguard site.

 

Can anyone shed any light on this?

 

Taken from the Vanguard page https://investor.vanguard.com/taxes/turbotax/common-questions

Does TurboTax allow me to import my Vanguard tax forms into my tax return?

Yes, if you're using the online software. You'll be able to import Forms 1099-B, 1099-DIV, and 1099-R directly into your returns. This feature applies to Vanguard mutual fund and brokerage accounts; it doesn't apply to tax-deferred, employer-sponsored retirement plan accounts.

 

Thanks

 

 

 

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1 Reply
Dom2
Level 3

Vanguard Import available or not?

I came across this after my initial post.  I'm assuming the Vanguard info is just poorly written.

 

https://ttlc.intuit.com/community/entering-importing/help/when-will-i-be-able-to-import-my-1099/00/2... 

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