Question

Importing Vanguard mutual funds account 1099

Forum|Forum|2 years ago
February 12, 2024
1 reply
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I have imported 1099s from other turbotax partners. But i could not import 1099s from Vanguard mutual funds account

Employee

As you probably know Vanguard changed many accounts from their mutual fund platform to brokerage. That might be causing a glitch. Might be better this year to manually enter your data.

V

virdils1491Author

Thanks. I checked with Vanguard and they confirmed that mutual fund accounts have been transferred to brokerage accounts. I will check importing brokerage account to Turbotax after Feb 16th or 29th. If successful then I will post it for benefit of other Turbotax users.

Thanks again