Your source for tax information on all Vanguard investment products.
Web Page | February 19, 2024
PDF | February 26, 2024
View our calendar of published tax documents and the estimated dates for when new documents will be published.
Web Page | January 4, 2024
View final year-end Vanguard fund distributions for 2023. This page features a search capability which allows for multiple tickers to be entered at once and a download feature.
PDF | January 12, 2024
This update helps determine the portion of the tax-exempt interest dividends received in 2023 that is attributable to private activity bonds and considered a tax-preference item for Alternative Minimum Tax purposes.
Web Page | January 16, 2024
These tables show, by Vanguard fund and share class, the percentages of 2023 dividend and net short-term capital gains distributions that are eligible for reduced tax rates as qualified dividend income.
PDF | January 16, 2024
This tax update contains information to help your clients properly report state and local tax liability on income distributions they received from their mutual fund investments in 2023.
PDF | March 8, 2024
These Vanguard funds earned taxable income and/or realized capital gains for their fiscal years ended December 31, 2023, or January 31, 2024, that were greater than the amounts distributed in December 2023. The remaining taxable income or gains will be distributed in March 2024 as a supplemental income dividends or capital gains distributions.
View our calendar of published tax documents and the estimated dates for when new documents will be published.
