Question

How do I change my login information for a linked brokerage account (Vanguard)? TurboTax can't retrieve my 1099 forms, likely because the pw has changed since last year.

Forum|Forum|1 year ago
January 29, 2025
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Employee

Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**