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Personal Finance and Investing

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question everything

(50,822 posts)
Thu Feb 6, 2020, 02:51 PM Feb 2020

If you used reports from Vanguard in your tax return in previous years, and plan, again, this year [View all]

Watch out, or tell your preparer, that, since it converted into a "brokerage account" in October, the data for the third quarter has a different address (a POBox) and also a different TIN.

I just had to enter data for two 1099-R on TurboTax (I assume if you just download it should be OK)..





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