Importing 1099R from Vanguard

Forum|Forum|2 years ago
February 12, 2024
2 replies
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When I access the accounts to import from Vanguard my 1099R does not appear in the list. Is this normal?

Best answer by VolvoGirl

That's what I did too. I downloaded the 1099 pdf forms from Vanguard and entered them manually.

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

laura_borealisAuthor

This is for 2023 return. Apparently it was not available in 2022 either. Is this what other people have found?

Bsch4477

Employee

Vanguard changed many accounts from their mutual fund platform to a brokerage account so you may have forms from both accounts for the same asset. I downloaded my tax forms directly from Vanguard and entered the data into TurboTax manually.

VolvoGirlAnswer

Employee

That's what I did too. I downloaded the 1099 pdf forms from Vanguard and entered them manually.

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself