My Accounts - Taxes

We can manage your entire portfolio--including efficiently allocating your assets between taxable and tax-advantaged accounts and developing a tax-smart distribution plan.

find out how

Donating securities

$2,500

If you intend to donate $20,000 to charity this year, you could increase the value of your deduction by $2,500 by donating securities instead of cash.

find out more

Moving high-tax investments to your IRA

$2,150

You had $2,150 in taxable income from bonds in 2015. If you move the bonds to your Roth IRA, your future income will be tax-free.

see why

My tax summary

View as a list

My tax forms

0 of 3 available

Your first form will be available on January 15, 2017.

Available: JAN. 15
Remind me

See your forms

My RMD

50% taken

of $37,500 IRS requirement*

Deadline: DEC. 31
Remind me

TAKE A DISTRIBUTION

My tax dates

SEPT. 15

Your next important date is the upcoming quarterly estimated tax deadline.

Download to your calendar

see your tax dates

My quarterly tax summary

2Q now available

See the information on investment income and tax withholding you’ll need if you file quarterly estimated taxes.

Deadline: SEPT. 15
Remind me

See your quarterly tax summary

My taxable earnings

$3,250

You have $3,250 in taxable earnings so far this year.

See details

My taxes withheld

$2,820

You’ve withheld $2,820 in federal taxes so far this year.

see details

You could better control your taxes by:

Lowering your taxable estate

$21,000

Your heirs could save $21,000 in taxes if you convert your traditional IRA to a Roth IRA.

find out more

Drawing down your taxable accounts first

$35,000

You could have $35,000 more available for retirement if you take money from your taxable account first.

see why

Partnering with an advisor

We can manage your entire portfolio–including efficiently allocating your assets between taxable and tax-advantaged accounts and developing a tax-smart distribution plan.

find out how

Donating securities

$2,500

If you intend to donate $20,000 to charity this year, you could increase the value of your deduction by $2,500 by donating securities instead of cash.

find out more

Moving high-tax investments to your IRA

$2,150

You had $2,150 in taxable income from bonds in 2015. If you move the bonds to your Roth IRA, your future income will be tax-free.

see why

Get Help

Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC

*Note on account protection: Securities in your brokerage account are held in custody by Vanguard Brokerage Services®, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Account protection

connect with us