Author Topic: TurboTax: import BOTH Vanguard accounts  (Read 1840 times)

MustacheAndaHalf

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TurboTax: import BOTH Vanguard accounts
« on: March 28, 2017, 06:49:48 PM »
Those using TurboTax with Vanguard may face two sets of forms: one for mutual funds, one for brokerage accounts.  Vanguard upgraded accounts and may have left a mixture of tax forms in the wake of the change.

I discovered missing transactions, and upon reaching out to Vanguard discovered I needed to run TurboTax imports twice:
1. import "Vanguard - Brokerage Accounts"
2. import "Vanguard - Mutual Fund Accounts"

Only when I finished the second "Vanguard" import did I see the correct tax information.  You can see if this applies to you by visiting "Tax Center" in your Vanguard account.  If you see a "1099 consolidated" and a "1099-B" separately, try importing with both account types.