Here’s where you’ll find all the details about Vanguard funds to help you plan for and complete your taxes.
This information is for Vanguard mutual funds and ETFs. Final estimates will be available by December 13, 2021.
Most often needed for taxable funds:
Vanguard funds that held U.S. government bonds (i.e., government obligations)
It's good to know the percentage of income your funds may have received from U.S. government bonds because that income is generally not taxed in most states.
Vanguard funds that are eligible for the foreign tax credit
If you own a fund that includes foreign investments, the fund may have paid foreign taxes on the income, which is passed to you as a credit. You might be able to use this credit against taxes on those investments in the U.S. If your 1099-DIV shows an amount for a particular fund, learn how to calculate your credit so you don’t get taxed twice.
Vanguard funds that distributed qualified dividend income
If your fund holds stock with a company, that company will often distribute dividends. If the company is a U.S. corporation, that dividend could be considered “qualified.” Qualified income is taxed at a lower rate. Knowing the percentages may help you lower your taxes.
Most often needed for municipal bond funds:
Percentage of dividends distributed by state by Vanguard’s municipal bond funds
If you own a Vanguard municipal bond fund, find out the percentage of dividends earned from each state. Knowing this information might save you money on your state tax return as most states don’t tax their own municipal bond distributions.
Tax information for Utah residents
To help you prepare your state income tax return, we’re providing the percentage of federal tax-exempt interest income that’s subject to individual income tax in Utah for each Vanguard fund that invests in municipal bonds.