Tax-filing Information

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Tax information for Vanguard funds

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

U.S. government obligations information (Available late-January)

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.*

Vanguard REIT Index Fund distributions (Available late-January)

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—year-end figures (Available late-January)

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

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.

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