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Thu Feb 6, 2020, 02:51 PM

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

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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Reply If you used reports from Vanguard in your tax return in previous years, and plan, again, this year (Original post)
question everything Feb 2020 OP
at140 Feb 2020 #1

Response to question everything (Original post)

Sun Feb 9, 2020, 03:42 PM

1. Thank you for an important heads up!

Otherwise would get another unnecessary letter from the IRS.
And it is never easy to straighten out problems dealing with IRS.

For example, couple of years back I had cashed in a fixed annuity which pays interest.
I declared the interest but IRS thought my entire withdrawal was taxable!
The agent on phone did not understand "return of capital"!
I had to educate her on what that means, and it was another headache for me, with zero fault by me.

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