Tax-filing Information

Text size: 


Tax information for Vanguard funds

As the information becomes available, we'll update this page with 2016 fund-specific information—such as year-end Vanguard fund distributions, a list of funds with income from direct U.S. government obligations, and more.

Year-end Vanguard fund distributions

View year-end Vanguard dividend and capital gains distributions for 2016.

Intercorporate dividends-received information for corporations

View a list of Vanguard funds that qualify for the intercorporate dividends-received deduction for corporations.*

U.S. government obligations information

Find out which Vanguard funds earned investment income from direct obligations of the U.S. government to help you report your state and local tax information for mutual fund investments.*

Foreign tax credit information

View information about the foreign tax credit for eligible Vanguard funds for 2016.

Vanguard REIT Index Fund distributions

Use this information to learn how to report your ordinary dividends, qualified dividends, and nontaxable distributions (return of capital) paid by Vanguard REIT Index Fund.

Qualified dividend income—2016 year-end figures

View year-end QDI for applicable Vanguard mutual funds and ETFs.

Calculate your qualified dividend income

Log on and use our Qualified Dividend Income Tax Tool to help determine your QDI for taxable Vanguard mutual funds. QDI includes dividends and short-term capital gains distributions that are eligible for reduced tax rates under the Jobs and Growth Tax Relief Reconciliation Act of 2003.

Research ex-dividend dates

Use this tool to look up ex-dividend dates for many securities to assist you in determining your personal qualified dividend income. (This tool uses information from a third-party website not affiliated with Vanguard. Vanguard is not responsible for the information it presents or for decisions you make based on it.)

Your Vanguard tax-exempt investments and the alternative minimum tax (AMT)

Learn about the potential impact of this separately calculated federal income tax if you invest in Vanguard tax-exempt funds.

*You must have Adobe Reader installed on your computer to view this document

PrintComment | Email | Share