Vanguard → TaxAct

Convert Vanguard 1099-B to TaxAct (CSV)

Upload your Vanguard 1099-B PDF and we'll convert it to a CSV file ready for TaxAct. Wash sales and 100+ transactions handled automatically.

Convert My Vanguard 1099-B

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Why Vanguard 1099-Bs Don't Import Cleanly Into TaxAct

Every broker formats their 1099-B differently. Here's what trips up TaxAct users with Vanguard statements.

Vanguard 1099-Bs group mutual fund redemptions separately from brokerage equity sales, with different cost-basis methods (average cost vs FIFO).

Specific identification lots are referenced by tag rather than acquisition date, requiring lookup against your trade confirmations.

Wash sale data appears in a year-end summary, not on each transaction line.

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Reads every transaction

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TurboTax, H&R Block

How to Import Your CSV Into TaxAct

After downloading the file from our converter, follow these steps in TaxAct.

1

Sign in to TaxAct and open your federal return.
2

Navigate to Federal → Income → Investment Income → Stocks, Mutual Funds, Bonds, and Other.
3

Choose 'Import from CSV' (or paste the CSV contents into the bulk-entry screen).
4

Map our columns: Description, Date Acquired, Date Sold, Proceeds, Cost Basis, Wash Sale Adjustment.
5

TaxAct will populate Form 8949 with each transaction and roll the totals into Schedule D.

Frequently Asked Questions

Does this work for Vanguard?

Yes. Our AI extractor reads every text-based 1099-B PDF from Vanguard, including consolidated statements with multiple sections, and outputs a CSV file formatted for TaxAct.

How is this different from TaxAct's built-in Vanguard import?

Direct broker imports often fail with 100+ transactions, miss wash sale adjustments, or refuse to load consolidated statements. We bypass that by reading the PDF directly and producing a clean CSV file.

Is my data secure?

Your PDF is processed in memory and immediately deleted. The extracted text is sent to our AI service over an encrypted connection. No files or financial data are stored after your session ends.

What does it cost?

Uploading and previewing your results (summary totals plus the first 10 transactions) is free. To download the CSV file for TaxAct — or any other format — is a one-time $4.99 per conversion. No subscription.

What about wash sales and adjusted cost basis?

We extract wash sale loss disallowed amounts and adjusted cost basis exactly as reported on your Vanguard 1099-B. The output file preserves these adjustments so TaxAct handles Form 8949 correctly.

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