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Common TurboTax questions

General


Will I receive a discount on TurboTax® software?

Although we've offered discounts in the past, Vanguard no longer extends a discount on TurboTax software.

I get a blank screen when I click the TurboTax link and log on. What should I do?

If you get a blank screen after logging on to vanguard.com, close the blank window and click the TurboTax link again. You'll be taken to the TurboTax site.

I used TurboTax® OnlineSM last year. Are my user ID and password still good?

If you filed your taxes online last year, you can use the same TurboTax user ID and password. New online users need to create an account on the TurboTax site.

How does TurboTax work?

The software asks simple questions and automatically fills in your answers to guide you through your tax return.

TurboTax checks and rechecks your answers as you go along, looking for errors and missed deductions, helping to eliminate mistakes and potential penalties while maximizing your tax savings.

Math phobia? TurboTax does all the calculations and guarantees them to be 100% accurate.

How can I be sure my tax information is safe?

Intuit, makers of the TurboTax products, uses the most advanced technology available to evaluate its software and web-based services to protect your tax information and to make sure your data is handled securely.

Vanguard has no access to your tax information. Generally, tax preparers, such as TurboTax, must obtain your signed consent on paper or electronically before they can disclose your tax return information to anyone or use it for any purpose other than preparing and filing a tax return.

Where can I get help for my TurboTax questions?

Does TurboTax allow me to import my Vanguard tax forms into my tax return?

Yes, if you're using the online software. You'll be able to import Forms 1099-B, 1099-DIV, and 1099-R directly into your returns. This feature applies to Vanguard mutual fund and brokerage accounts; it doesn't apply to tax-deferred, employer-sponsored retirement plan accounts.

What if my tax forms don't import?

If your tax forms don't import into TurboTax, there are a couple of things you can check.

  • The institution you selected (Vanguard mutual funds or Vanguard Brokerage).
  • The username for the Social Security number associated with the tax form you're trying to download. For joint accounts, use the primary Social Security number's username.

In some cases, no tax forms are available to download, but you may still get prompts from TurboTax.

What's the fastest way to pay federal taxes or get a refund using TurboTax?

The online federal products include free IRS e-file, which allows you to pay federal taxes with a bank transfer or credit card or get a refund by depositing it directly into a bank account or your Vanguard mutual fund or brokerage account.

The IRS and most state tax authorities permit online tax return filing, but be sure to confirm this with your state tax authority. The IRS and state tax authorities send an electronic acknowledgement for each return successfully e-filed; Intuit will provide this confirmation to you once your return is received.

What if I have to pay an IRS or state penalty or interest?

If you pay an IRS or state penalty or interest because of a TurboTax calculation error, Intuit will pay you the penalty and interest.

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