Taxes

Tax forms & information

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

Save 20% or more on TurboTax for the 2026 tax year. Details coming soon.

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

TurboTax® is a product and service provided by Intuit Inc. ("Intuit"), an independent third party that is not affiliated with Vanguard. Vanguard does not provide, supervise, review, monitor, or verify any tax preparation services, tax filing services, tax advice, legal advice, or accounting advice provided by Intuit and is not acting as a tax preparer in connection with this offer. Any tax return, filing, calculation, recommendation, advice, or other work product generated or provided through TurboTax® is solely the responsibility of Intuit and the client. Vanguard is not responsible or liable for the accuracy, completeness, adequacy, timeliness, filing status, tax treatment, outcomes, or results of any products or services provided by Intuit, including any errors, omissions, penalties, interest, assessments, or other consequences arising from the use of TurboTax®. Clients should consult their own tax, legal, and accounting professionals regarding their individual circumstances.

Visit the Offer Details and Disclosures website for TurboTax® product guarantees and other important information. Limited time offer for TurboTax 2026. Discount applies to TurboTax® federal products only. Actual prices are determined at the time of print or e-file and are subject to change without notice. Terms, conditions, features, availability, pricing, fees, service and support options subject to change without notice.  Intuit, TurboTax® and TurboTax Online, among others, are registered trademarks and/or service marks of Intuit Inc. in the United States and other countries.

Vanguard will handle your information in accordance with the Vanguard Online Privacy Notice. Vanguard does not provide tax forms or tax-related account information to Intuit on your behalf as part of this offer. If you choose to connect accounts, import tax forms, or pre-populate tax information within TurboTax®, those actions are initiated and authorized by you through the TurboTax® platform and are governed by Intuit's terms, privacy practices, and agreements with you. Vanguard's role is limited to providing eligible clients with access to the TurboTax discount offer and does not include transmitting tax forms or tax-related account information to Intuit in connection with the offer.

Vanguard may advertise TurboTax® discount offers to eligible Vanguard Brokerage Services® clients. Discounts may vary, and eligibility is determined by Vanguard based on factors such as client segment, qualifying assets, and enrollment in certain advisory services. Eligibility requirements and discount amounts are subject to change without notice. All discounts are subject to the terms and conditions listed above. Clients may be required to access TurboTax® through a designated Vanguard link to receive any available discount