Tax-filing Information

Text size: 


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

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.

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

PrintComment | E‑mail | Share