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gAuSr
New Member

Vanguard 1099R Import

My Vanguard 1099R clearly shows both the Account number and it's Document ID.  Turbo Tax goes in a loop by continuing to ask for the 8 digit account number.  I've entered it correctly.  and I've entered the Document ID several times both with and without spaces.  This appears to be a TurboTax problem much like those reported by users in previous years.

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1 Reply
TomK2023
Employee Tax Expert

Vanguard 1099R Import

Have you tried clearing your cache and cookies?

 

A full or corrupted cache can cause problems in TurboTax, so sometimes you need to clear your cache (that is, remove these temporary files).

 

Here are the official instructions for the most popular browsers:

Each browser has a slightly different method for deleting cookies. Choose the browser you're using:

if you're still not able to import your 1099-R, you may need to enter it manually. Select Type it in myself and proceed.

 

Add/Delete Form 1099-R:

  1. Open your return (if not already open).
  2. Enter "1099r" in the Search box.
  3. Click on "jump to 1099r" link.  
  4. Enter you information manually.
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