TurboTax Import of Vanguard 1099-R--No Document ID on Vanguard 1099-R

Forum|Forum|1 year ago
February 2, 2025
1 reply
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I suspect I am missing something simple here but when I go to download our Vanguard 1099-Rs in TurboTax I am asked by TurboTax for the "Account Number" and "Document ID" on the Vanguard 1099-R. I did this for our taxable brokerage accounts without issue, but the Vanguard 1099-Rs we have do not have a clearly stated "Account Number" or "Document ID".

What am I missing here?

TurboTax Home & Biz Windows

VolvoGirl

Employee

Do you have the actual 1099R or download the pdf? I have both on my Vanguard 1099R. In the upper right, right under the OMB No. 1545-0119 it has

Date: 01/10/2025 Document ID: Fxxxxxxxxx

Account number: 6xxxxxxxx

Log into your Vanguard acct and download a new pdf.

cowdogmanAuthor

Employee

I downloaded the pdf today--no account number or document ID. It's for a rollover from a 401(k) to an IRA, which is a reportable event (I'm 99% sure). I can always enter it manually, but I hate doing that.