Taxes

Tax forms & information

Here’s everything you’ll need from Vanguard to file your taxes this year. 

Your tax forms

Find out when your forms will be available and view/download them for the current year (and past years too).

Tax information for Vanguard funds

Get year-end fund distributions, details about government obligations, and more. 

Tax form schedule

View a general list of all the tax forms Vanguard provides, along with the dates they’ll be available online and sent by mail.

Answers to your top tax questions

View all tax questions

If you've made less than $10 in dividends during the year, Vanguard won't create this tax form for you.

Learn more about why

Yes. If you have an IRA with us, you can view your contributions and distributions to date right here.

Tax forms are provided on different dates. You can view our tax form schedule here.

You can learn more about costs basis here, including all the different methods Vanguard can calculate how much you've gained or lost on your investments.

Tax education center

Paying taxes on your investment income

How much will you owe? First, figure out what type of income you earned.

Tax-saving investments

Sometimes saving money on taxes is as easy as choosing the right types of investments.

Managing your accounts to lower taxes

If you own several types of accounts with differing tax treatment, you may have opportunities to reduce your tax bite. Here are 4 of them.