vanguard import not working

[bsegal]

I've tried multiple browsers and import from vanguard is not working. i keep getting the something unexpected happened try again in a few hours message. not helpful. tried giving local network access.

i've tried multiple vanguard accounts and multiple browsers - both  regular and incognito windows -  and it's not working.

i'm on a mac running sequoia, chrome and safari.

using turbotax premier.

[CatinaT1]

Helpful TurboTax Articles:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

1. Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
2. Find Local Network Access in the dropdown menu.
3. Toggle the switch to ON.
4. Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import...

If permissions aren't the issue, one of the following factors may be at play:

• Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
• Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
• Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

[SteamTrain]

@bsegal 

Forms 1099-DIV and 1099-INT entries can be done manually in less than 5 minutes each

..look for the text links lower on the pages to "Enter another way" and "Type it in myself".

(and Do Not attempt to upload a picture or PDF)

Form 1099-B/8949 entries can also be done manually....if you don't have too many sales transactions to enter.