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New Member
posted Apr 9, 2025 10:38:52 PM

Why is Download from Vanguard incorrect for interest and dividends?

Vanguard merged two accounts in 2024.

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2 Replies
Level 8
Apr 10, 2025 5:01:07 AM

no one can answer this without more details, what's incorrect about it?  From what I've seen in other posts Vanguard did not support TT import for the legacy mutual fund account, only brokerage accounts, if that's the account merge you are referring to.  If you got separate 1099s for these accounts and import only handled the brokerage account then you will likely need to enter the information the legacy mutual fund account manually.

New Member
Apr 12, 2025 3:21:34 PM

Actually, a single 1099 covering both MM and Brokerage accounts.  Download only included MM info.  I created another INT form for Brokerage interest.  Shouldn't be a problem next year.