Skip to main content
February 12, 2024
Question

Importing Vanguard mutual funds account 1099

  • February 12, 2024
  • 1 reply
  • 0 views

I have imported 1099s from other turbotax partners. But i could not import 1099s from Vanguard mutual funds account 

    1 reply

    Employee
    February 12, 2024

    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. 

    February 15, 2024

    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