Personal Finance (Not Investing) • TurboTax Import of Vanguard 1099-R--No Document ID on Vanguard 1099-R

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 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?

Statistics: Posted by cowdogman — Sat Feb 01, 2025 3:59 pm — Replies 8 — Views 404

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