Tax center
Your source for tax information on all Vanguard investment products.
2025 Tax Information
PDF|January 23, 2025
2025 Dividend schedule
2024 Tax Information
Web Page|January 22, 2025
Final year-end Vanguard distributions for 2024
Web Page|January 22, 2025
Qualified dividend income—2024 year-end figures
PDF|January 22, 2025
2024 Alternative Minimum Tax—Tax preference dividends by fund
Web Page|January 22, 2025
U.S. government obligations information
Web Page|January 22, 2025
Tax-exempt interest dividends by state for Vanguard Municipal Bond funds and Vanguard Tax-Managed Balanced Fund
We can send you tax information as it becomes available.
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Tax announcements
You'll receive tax related information when it becomes available, straight to your inbox.
Previous years' tax information
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2023 Alternative minimum tax - Tax preference dividends by fund
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U.S. government obligations information
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Tax-exempt interest dividends by state for Vanguard municipal bond funds and Vanguard Tax-Managed Balanced Fund
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Spreadsheet
2023 ICI Primary Layout
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2023 Foreign tax credit information for eligible Vanguard funds
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Utah-specific taxation of municipal bond interests
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Spreadsheet
2023 ICI Secondary Layout
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Spreadsheet
2023 ICI NRA Layout
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Intercorporate dividends-received information for corporations
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Section 163(j) interest dividends information
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VVIF Vanguard Variable Insurance Funds: Special tax information
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Spreadsheet
Qualified dividend income—2022 year-end figures
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U.S. government obligations information
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Vanguard Variable Insurance Funds: Special tax information
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Utah-specific taxation of municipal bond interests
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PDF
2022 Alternative Minimum Tax—Tax preference dividends by fund
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PDF
Tax-exempt interest dividends by state for Vanguard municipal bond funds and Vanguard municipal funds
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PDF
2022 Foreign tax credit information for eligible Vanguard funds
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PDF
Intercorporate dividends-received information for corporations
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PDF
Section 163(j) interest dividends information
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DOWNLOAD
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Spreadsheet
Qualified dividend income - 2021 year-end figures
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2021 Alternative minimum tax—Tax-preference dividends by fund
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U.S. government obligations information (Updated February 8, 2022)
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Tax-exempt interest dividends by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund (Updated March 3, 2022)
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Vanguard Variable Insurance Funds: Special tax information
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2021 Foreign tax credit worksheet for eligible Vanguard funds
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Utah-specific taxation of municipal bond interest
View 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.
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Intercorporate dividends-received information for corporations
These Vanguard funds had ordinary income (i.e., dividend income plus short-term capital gains, if any) that qualifies for the intercorporate dividends-received deduction for corporations.
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Section 163(j) interest dividends information
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DOWNLOAD
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Spreadsheet
Qualified dividend income - 2020 year-end figures
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Alternative minimum tax - tax-preference dividends by fund 2020
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Assets by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund
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PDF
Tax-exempt interest dividends by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund
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PDF
U.S. government obligations information
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PDF
Foreign tax credit worksheet for eligible Vanguard funds
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PDF
State-specific taxation of municipal bond interest
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PDF
Intercorporate dividends-received information for corporations
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PDF
Vanguard Variable Insurance Fund: Special tax information
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PDF
Section 163(j) interest dividends information
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Spreadsheet
2020 ICI NRA Layout
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Spreadsheet
2020 ICI Primary Layout
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Spreadsheet
2020 ICI Secondary Layout
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DOWNLOAD
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PDF
Assets by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund
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PDF
Tax-exempt interest dividends by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund
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PDF
U.S. government obligations information
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PDF
Qualified dividend income—2019 year-end figures
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PDF
State-specific taxation of municipal bond interest
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PDF
Foreign tax credit worksheets for eligible Vanguard funds
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PDF
Intercorporate dividends-received information for corporations
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PDF
Alternative minimum tax—Tax-preference dividends by fund 2019
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PDF
Vanguard Variable Insurance Funds: Special tax information
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Spreadsheet
2019 ICI Primary Layout
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2019 ICI Secondary Layout
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Spreadsheet
2019 ICI NRA Layout
DOWNLOAD
DOWNLOAD
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PDF
Assets by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund
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PDF
Tax-exempt interest dividends by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund
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PDF
U.S. government obligations information
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PDF
Qualified dividend income—2018 year-end figures
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PDF
State-specific taxation of municipal bond interest
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PDF
Intercorporate dividends-received information for corporations
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PDF
Alternative minimum tax—Tax-preference dividends by fund 2018
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PDF
Foreign tax credit worksheets for eligible Vanguard funds
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PDF
Vanguard Variable Insurance Funds: Special tax information
Tax-related Topics
VANGUARD PERSPECTIVE
Keep clients on track with our year-end planning checklist
As the year draws to a close, it's a great time to meet with clients to review and evaluate how the past several months have gone. Review opportunities, such as tax-loss harvesting and charitable giving, that could present potential tax benefits.
Have questions or need additional support? Contact a representative.
Disclosures and footnotes
All investing is subject to risk, including the possible loss of the money you invest.
We recommend that you consult a tax or financial advisor about your individual situation.
Are you looking for your personal tax forms? Switch to our Personal investor site.