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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 Real Estate Index Fund distributions

Use this information to learn how to report your ordinary dividends, qualified dividends, and nontaxable distributions (return of capital) paid by Vanguard Real Estate Index Fund.

Qualified dividend income (QDI)—year-end figures

View year-end QDI for applicable Vanguard ETFs® and mutual funds.

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.

Distribution of qualified short-term capital gains by Vanguard funds

View qualified short-term capital gains for 1042-S reporting on applicable Vanguard mutual funds.

Foreign tax credit information

View foreign tax credit information for applicable Vanguard ETFs® and mutual funds. To calculate the amount of foreign income and QDI-eligible foreign income, take the amount of Foreign Tax Paid (box 7 of IRS Form 1099-DIV) and multiply it by the factors under Foreign income and QDI-eligible foreign income in the information sheet. For example, if Form 1099-DIV reported $500 of foreign tax paid in box 7 for FTSE Developed Markets (VEA), the foreign income would equal $6,657.58 ($500 x 13.31516) and the QDI-eligible foreign income would equal $5,340.53 ($500 x 10.68106).