Vanguard Info for Tax Return

[user17700564238]

Turbo Tax 2025 will not download my tax information from Vanguard.  Turbo Tax said the information would be available on 1/29/26  As of 2/2/26 nothing happens when I try to download the data.  Any idea how I can get my info into Turbo Tax without manually inputting it?

[SharonD007]

Try closing TurboTax, clearing your cache and deleting your cookies. Review the TurboTax Help article How to clear your cache and How do I delete cookies? for specific instructions for your browser. Also, reboot your computer.

Also, try turning off all anti-virus software, as it may be a connectivity issue not allowing your import.  Here's How to Turn Off Anti-Virus Programs.

 If you’re still having issues, please share what happens when you try to import.

[SteamTrain]

And another note.....for several users, there was a strange new Pop-Up about allowing access to your device...that you have to accept, before the data will actually import from Vanguard to your file   (not sure that pop-up occurs in all situations).....but for one of my import situations, the notice indicated the download was successful, but nothing actually downloaded. I had to repeat the import process, and then hit the "Accept" in the Pop-Up, and THEN the data appeared in my tax file.

And, whether the special tax file, that is needed for import into software, is really available or not may depend on what you hold at Vanguard.....even though many tax files are ready for certain investors, some folks have to wait longer.   Like for those holding REITs, those might not come out until late Feb or early March (my Mom's typically didn't get posted until the first week in March).