Why does Turbo Tax say that Vanguard (Mutual Funds) is under Maintenance until Nov 1, 2025?

Forum|Forum|1 year ago
March 16, 2025
2 replies
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Turbo tax is giving false info about Vanguard Mutual funds but apparently won't address the issue unless I pay to ask a question. Is that correct, there is no help from Turbo Tax unless I pay for it?

RickB666

Yes, this is apparently a software defect in Turbotax, but they make all questions about it disappear.

mglauner

You should be able to import from Vanguard. If you can share what happens when you try to import, we'll try to help.

Try turning off all anti-virus software, as it may be a connectivity issue not allowing your import. Here's How to Turn Off Anti-Virus Programs.

If you're using TurboTax Online, clear your Cache and Cookies between attempts.

From the financial institution search area, try double-clicking on Vanguard in the search results, instead of using the 'import now' button.

This should take you to the Vanguard sign in page. You may need to enable 'third party sharing' in your Vanguard account.

@dsbodart

@RickB666

RickB666

For 15 years I have imported Vanguard data using my account login info. Now I get the screen asking account number and document ID. My tax forms have no document ID. I have contacted Vanguard multiple times, and they assure me this is a Turbotax software bug, and my issue is with you. Considering it now takes Turbotax 20 minutes to start on my computer due to all the updates to fix bugs, I believe them.