Question

Vanguard 2022 Tax forms import not working

Forum|Forum|3 years ago
February 23, 2023
2 replies
0 views

I tried several times to import my tax data from Vanguard Brokerage website. The tax forms are ready from Vanguard side but Turbotax says "something is not working" and also says "we could not get any information from your account" . I have been successfully importing Vanguard tax data past several years (5 or more) and this is the first time I have encountered this problem. Any suggestions?

AkinaLO

Did you try using a different browser? The other option is to manually input your transactions.

This article will provide more information.

How do I import my 1099s? - Intuit

If you continue to have issues please contact support for assistance.

What is the TurboTax phone number? - Intuit

@rrao13

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R

rrao13Author

I will try Chrome and see what happens. Will update you after trying. I was using Microsoft Edge browser.

Also manually inputting will be a major hassle because i have multiple accounts in Vanguard that have brokerage, MF and other transactions. Even importing from PDF will not be possible because Vanguard does not give consolidated PDF and splits the tax forms into multiple PDF files (organized by accounts I think)

R

rrao13Author

Same problem in Chrome too 😞

SteamTrain

Employee

@rrao13

My brother and I just went thru this tonight.....failing 5or6 - times

before realizing we were doing it wrong..

The login is NOT asking for your UserID/Pwd that you normally use to log into your Vangd Brokerage account...it is asking for the ACCT # and Document Number that is listed along the top of the first page of your paper/PDF consolidated tax form set (Ours was on the top of the 1099-DIV page)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*