1st quarter estimated taxes deadline
If you owe taxes on dividends/capital gains distributions or
retirement withdrawals you received from January 1 through March 31, 2016, your
estimated federal tax payment is due.
Remind me
Step 1: What should we remind you about?
Step 2: How should we remind you?
1
Form box number
Form box title
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$749,862.00
Value as of 07/08/2016
All accounts
Diane P. Tilley
$14,429,461.49
Diane P. Tilley–Brokerage Account–63016233*
$1,942,993.43
Total Vanguard assets
$16,372,454.90
Outside investments
$374,477.60
Your account profile is 13% complete
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My tax dates
April 2016
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Bob & Jane Smith - Joint taxable - Mutual fund account
Jane Smith - Traditional IRA - Mutual fund account
apr. 17
1st quarter estimated taxes
1st quarter estimated taxes deadline
If you owe taxes on dividends/capital gains distributions or retirement withdrawals you received from January 1 through March 31, 2016, your estimated federal tax payment is due.
June 2016
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Bob & Jane Smith - Joint taxable - Mutual fund account
JUN. 15
2nd quarter estimated taxes
2nd quarter estimated taxes deadline
If you owe taxes on dividends/capital gains distributions or retirement withdrawals you received from April 1 through May 31, 2016, your estimated federal tax payment is due.
Jane Smith - Traditional IRA - Mutual fund account
JUN. 15
2nd quarter estimated taxes
2nd quarter estimated taxes deadline
If you owe taxes on dividends/capital gains distributions or retirement withdrawals you received from April 1 through May 31, 2016, your estimated federal tax payment is due.
September 2016
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Bob & Jane Smith - Joint taxable - Mutual fund account
sept. 15
3rd quarter estimated taxes
3rd quarter estimated taxes deadline
If you owe taxes on dividends/capital gains distributions or retirement withdrawals you received from June 1 through August 31, 2016, your estimated federal tax payment is due.
Jane Smith - Traditional IRA - Mutual fund account
sept. 15
3rd quarter estimated taxes
3rd quarter estimated taxes deadline
If you owe taxes on dividends/capital gains distributions or retirement withdrawals you received from June 1 through August 31, 2016, your estimated federal tax payment is due.
November 2016
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Bob & Jane Smith - Joint taxable - Mutual fund account
dec. 15
Roth conversion
Because you only have a traditional IRA…
You might want to consider diversifying with a Roth IRA. Having both Roth (tax-exempt) and traditional (tax-deferred) assets when you retire can give you more flexibility when you withdraw the money.
Use our Roth converstion calculator to see if it’s right for you
Convert account to a Roth IRA
dec. 15
Roth conversion
Because you only have a traditional IRA…
You might want to consider diversifying with a Roth IRA. Having both Roth (tax-exempt) and traditional (tax-deferred) assets when you retire can give you more flexibility when you withdraw the money.
Use our Roth converstion calculator to see if it’s right for you
Convert account to a Roth IRA
Bob & Jane Smith - Joint taxable - Mutual fund account
FEB. 15
1099-DIV Form available
What it’s used for
To determine any taxes due on your investment income.
Why you received one
You received ordinary or qualified dividend distributions, capital gains distributions, or foreign taxes paid.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
How do the IRS cost basis reporting rules apply to my account
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
How are qualified dividends taxed?
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Which mutual fund dividends do not qualify for the lower tax rates?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why is there a difference between my Vanguard statements and what is reported to the IRS?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why am I taxed on mutual fund distributions paid in January 2016?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Do I use trade date or settlement date when determining my holding period for sales?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why are non-dividend distributions reported to the IRS on Form 1099-DIV?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
What are the primary tax implications of owning a mutual fund that invests in foreign securities?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
FEB. 15
1099-DIV Form available
What it’s used for
To determine any taxes due on your investment income.
Why you received one
You received ordinary or qualified dividend distributions, capital gains distributions, or foreign taxes paid.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
How do the IRS cost basis reporting rules apply to my account
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
How are qualified dividends taxed?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Which mutual fund dividends do not qualify for the lower tax rates?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why is there a difference between my Vanguard statements and what is reported to the IRS?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why am I taxed on mutual fund distributions paid in January 2016?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Do I use trade date or settlement date when determining my holding period for sales?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why are non-dividend distributions reported to the IRS on Form 1099-DIV?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
What are the primary tax implications of owning a mutual fund that invests in foreign securities?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Bob & Jane Smith - Joint taxable - Mutual fund account
Apr. 15
IRA contribution
75% funded of $5,500 annual limit
You have $1,100 left to contribute by April 15, 2016.
your iraS
Bob Smith - Traditional IRA - Mutual fund account
$
Bob Smith - Traditional IRA - Mutual fund account
$
View previous contributions
Contribute with a new IRA
December 2016
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Bob & Jane Smith - Joint taxable - Mutual fund account
dec. 31
Year-end tax moves
Year-end tax moves
If you want to make any sales or donations to offset your
2016 tax liability, you must act by December 31.
Find out more about…
Tax-loss harvesting
Donating securities
Jane Smith - Traditional IRA - Mutual fund account
dec. 31
Roth conversion
Because you only have a traditional IRA…
You might want to consider diversifying with a Roth IRA. Having both Roth (tax-exempt) and traditional (tax-deferred) assets when you retire can give you more flexibility when you withdraw the money.
Use our Roth converstion calculator to see if it’s right for you
Convert to a Roth IRA
dec. 31
Required minimum distribution
50% withdrawn of $37,500 annual IRS requirement
You have $18,750 left to withdraw by December 31, 2017.
your ira
Jane Smith - Traditional IRA - Mutual fund account
$
View previous withdrawals
January 2017
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Bob & Jane Smith - Joint taxable - Mutual fund account
jan. 17
4th quarter estimated taxes
4th quarter estimated taxes
If you owe taxes on dividends/capital gains distributions or retirement withdrawals you received from September 1 through December 31, 2016, your estimated federal tax payment is due.
Use our Roth converstion calculator to see if it’s right for you
jan. 30
1099-DIV Form
What it’s used for
To determine any taxes due on your investment income.
Why you received one
You received ordinary or qualified dividend distributions, capital gains distributions, or foreign taxes paid.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
How do the IRS cost basis reporting rules apply to my account
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
How are qualified dividends taxed?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Which mutual fund dividends do not qualify for the lower tax rates?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why is there a difference between my Vanguard statements and what is reported to the IRS?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why am I taxed on mutual fund distributions paid in January 2016?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Do I use trade date or settlement date when determining my holding period for sales?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why are non-dividend distributions reported to the IRS on Form 1099-DIV?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
What are the primary tax implications of owning a mutual fund that invests in foreign securities?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
jan. 30
1099-B Form
What it’s used for
To determine any taxes due on your sales of mutual fund shares and securities.
Why you received one
You either sold shares in a non-retirement account or had other activity like a stock merger, bond maturity, or futures contract gain or loss.
How do the IRS cost basis reporting rules apply to my account
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
How are qualified dividends taxed?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Which mutual fund dividends do not qualify for the lower tax rates?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why is there a difference between my Vanguard statements and what is reported to the IRS?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why am I taxed on mutual fund distributions paid in January 2016?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Do I use trade date or settlement date when determining my holding period for sales?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why are non-dividend distributions reported to the IRS on Form 1099-DIV?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
What are the primary tax implications of owning a mutual fund that invests in foreign securities?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Jane Smith - Traditional IRA - Mutual fund account
jan. 15
1099-R Form
What it’s used for
To determine if any of your retirement account transactions resulted in taxable income and/or may be subject to penalties.
Why you received one
You either took a distribution from your IRA or had some other activity like a rollover, conversion, excess contribution, or recharacterization.
How do the IRS cost basis reporting rules apply to my account
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
How are qualified dividends taxed?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Which mutual fund dividends do not qualify for the lower tax rates?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why is there a difference between my Vanguard statements and what is reported to the IRS?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why am I taxed on mutual fund distributions paid in January 2016?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Do I use trade date or settlement date when determining my holding period for sales?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why are non-dividend distributions reported to the IRS on Form 1099-DIV?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
What are the primary tax implications of owning a mutual fund that invests in foreign securities?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
jan. 17
4th quarter estimated taxes
4th quarter estimated taxes
If you owe taxes on dividends/capital gains distributions or retirement withdrawals you received from September 1 through December 31, 2016, your estimated federal tax payment is due.
February 2017
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dec. 15
Roth conversion
Because you only have a traditional IRA…
You might want to consider diversifying with a Roth IRA. Having both Roth (tax-exempt) and traditional (tax-deferred) assets when you retire can give you more flexibility when you withdraw the money.
Use our Roth converstion calculator to see if it’s right for you
Convert account to a Roth IRA
FEB. 15
1099-DIV Form available
What it’s used for
To determine any taxes due on your investment income.
Why you received one
You received ordinary or qualified dividend distributions, capital gains distributions, or foreign taxes paid.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
How do the IRS cost basis reporting rules apply to my account
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
How are qualified dividends taxed?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Which mutual fund dividends do not qualify for the lower tax rates?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why is there a difference between my Vanguard statements and what is reported to the IRS?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why am I taxed on mutual fund distributions paid in January 2016?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Do I use trade date or settlement date when determining my holding period for sales?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why are non-dividend distributions reported to the IRS on Form 1099-DIV?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
What are the primary tax implications of owning a mutual fund that invests in foreign securities?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Apr. 15
IRA contribution
75% funded of $5,500 annual limit
You have $1,100 left to contribute by April 15, 2016.
your iraS
Bob Smith - Traditional IRA - Mutual fund account
$
Bob Smith - Traditional IRA - Mutual fund account
$
View previous contributions
Contribute with a new IRA
March 2017
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dec. 15
Roth conversion
Because you only have a traditional IRA…
You might want to consider diversifying with a Roth IRA. Having both Roth (tax-exempt) and traditional (tax-deferred) assets when you retire can give you more flexibility when you withdraw the money.
Use our Roth converstion calculator to see if it’s right for you
Convert account to a Roth IRA
FEB. 15
1099-DIV Form available
What it’s used for
To determine any taxes due on your investment income.
Why you received one
You received ordinary or qualified dividend distributions, capital gains distributions, or foreign taxes paid.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
How do the IRS cost basis reporting rules apply to my account
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
How are qualified dividends taxed?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Which mutual fund dividends do not qualify for the lower tax rates?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why is there a difference between my Vanguard statements and what is reported to the IRS?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why am I taxed on mutual fund distributions paid in January 2016?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Do I use trade date or settlement date when determining my holding period for sales?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why are non-dividend distributions reported to the IRS on Form 1099-DIV?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
What are the primary tax implications of owning a mutual fund that invests in foreign securities?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Apr. 15
IRA contribution
75% funded of $5,500 annual limit
You have $1,100 left to contribute by April 15, 2016.
your iraS
Bob Smith - Traditional IRA - Mutual fund account
$
Bob Smith - Traditional IRA - Mutual fund account
$
View previous contributions
Contribute with a new IRA
April 2017
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dec. 15
Roth conversion
Because you only have a traditional IRA…
You might want to consider diversifying with a Roth IRA. Having both Roth (tax-exempt) and traditional (tax-deferred) assets when you retire can give you more flexibility when you withdraw the money.
Use our Roth converstion calculator to see if it’s right for you
Convert account to a Roth IRA
FEB. 15
1099-DIV Form available
What it’s used for
To determine any taxes due on your investment income.
Why you received one
You received ordinary or qualified dividend distributions, capital gains distributions, or foreign taxes paid.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
How do the IRS cost basis reporting rules apply to my account
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
How are qualified dividends taxed?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Which mutual fund dividends do not qualify for the lower tax rates?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why is there a difference between my Vanguard statements and what is reported to the IRS?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why am I taxed on mutual fund distributions paid in January 2016?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Do I use trade date or settlement date when determining my holding period for sales?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why are non-dividend distributions reported to the IRS on Form 1099-DIV?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
What are the primary tax implications of owning a mutual fund that invests in foreign securities?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Apr. 15
IRA contribution
75% funded of $5,500 annual limit
You have $1,100 left to contribute by April 15, 2016.
your iraS
Bob Smith - Traditional IRA - Mutual fund account
$
Bob Smith - Traditional IRA - Mutual fund account
$
View previous contributions
Contribute with a new IRA
May 2017
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dec. 15
Roth conversion
Because you only have a traditional IRA…
You might want to consider diversifying with a Roth IRA. Having both Roth (tax-exempt) and traditional (tax-deferred) assets when you retire can give you more flexibility when you withdraw the money.
Use our Roth converstion calculator to see if it’s right for you
Convert account to a Roth IRA
FEB. 15
1099-DIV Form available
What it’s used for
To determine any taxes due on your investment income.
Why you received one
You received ordinary or qualified dividend distributions, capital gains distributions, or foreign taxes paid.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
If any of your Vanguard funds held direct U.S. government obligations in 2015, you'll also receive a separate instruction sheet with your 1099-DIV. You'll need both documents to report your state and local tax liability.
How do the IRS cost basis reporting rules apply to my account
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
How are qualified dividends taxed?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Which mutual fund dividends do not qualify for the lower tax rates?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why is there a difference between my Vanguard statements and what is reported to the IRS?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why am I taxed on mutual fund distributions paid in January 2016?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Do I use trade date or settlement date when determining my holding period for sales?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Why are non-dividend distributions reported to the IRS on Form 1099-DIV?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
What are the primary tax implications of owning a mutual fund that invests in foreign securities?
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.
Apr. 15
IRA contribution
75% funded of $5,500 annual limit
You have $1,100 left to contribute by April 15, 2016.
your iraS
Bob Smith - Traditional IRA - Mutual fund account
$
Bob Smith - Traditional IRA - Mutual fund account
$
View previous contributions
Contribute with a new IRA
Get Help
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
