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).

[ringerag]

It's 2/7/26... still not able to download 1090's from Vanguard. Tried clearing cache; turned off antivirus, etc.... Still nothing. I selected download, clicked on "Continue" and a separate tab opened; put in the Acct # and Doc. ID; went through the robot process; It confirms that document was downloaded into TT, but nothing happens!! VERY FRUSTRATING!!! This is about the 5th time I've tried this!!! URGHHHH

[baldietax]

most people having this issue had to change permissions on the browser, see here

https://ttlc.intuit.com/community/taxes/discussion/re-vanguard-brokerage-update-is-available-from-va...

[user17700564238]

I could not download my Vanguard info using Google Chrome. I switch my default browser to Edge and it worked fine. Problem solved. 

[Qel_TTBizExpert]

Hi,

TT Expert here! The issue with importing 1099s from Vanguard Brokerage often occurs because Vanguard Mutual Funds are not currently supported for direct import in TurboTax. While the regular Vanguard Group account may allow import, Vanguard Mutual Funds do not appear as an option yet. This is a known issue with no announced resolution date. Meanwhile, customers may need to enter the 1099 information manually

[user17732704725]

Combining the online tips and speaking with TurboTax Agent the following steps solved the issue.
I was able to upload 5 tax forms to TurboTax desktop 2025

The Turbotax screen where the upload is to be done using account number and document ID is

ttd-fdp-ui-config-v2.app.intuit.com

1) Copy the above url into the Chrome browser

on the left click which takes you to Site Settings 

Privacy Security
Permissions

2) Under permission

-  pop up and redirects  - allow

-  local network (second from the bottom of the screen) - allow

[Susannamac]

Will there even be a resolution? It is now mid-March. 

[baldietax]

@Susannamacthe resolution to the issue of not having browser permissions set to allow the import is for you to change those permissions, Turbotax is not changing the way it works.  If you're having a different issue please clarify what it is.

[MarilynG1]

Try clicking on the icon to the the left of the URL when the page opens to Sign In to your broker.  Then, choose 'Settings' and 'Allow' for Local Network.

@Susannamac