How do I import documents into TurboTax from Vanguard for a UTMA account?

Forum|Forum|7 years ago
April 7, 2019
1 reply
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I have a UTMA holding for a minor in my Vanguard account. The only login for this is my Vanguard account login. But when I try to import them using TurboTax (DVD version) the documents for the UTMA account don't even show up in the list of "Documents Now Ready for Import".

Is there anyway around this?

Thanks!

macuser_22

Employee

Enter the document manually. An account in the minors name will not be in your Vanguard account for imports - it would be in a separate account or not importable.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**