Tax planning and education
Learn how to report fund gains, losses, and distributions on your tax return; get the latest retirement plan contribution limits; find out how to invest tax-efficiently; and more.
Learn how to use Form 1099-DIV when filing your tax return.
Learn about important cost basis reporting changes for mutual funds and how to use Form 1099-B when filing your tax return.
Learn how qualifying Vanguard shareholders can contribute to a Roth individual retirement account (Roth IRA), or convert assets to a Roth IRA from a "non-Roth IRA."
Find out current contribution limits for individual retirement accounts (IRAs) and employer-sponsored retirement plans.
Find out how you can minimize the impact of taxes on your investment portfolio.
Vanguard makes it easy to take taxable withdrawals from your retirement accounts after you reach age 70½.