Tax center

Your source for tax information on all Vanguard investment products.

2026 Tax Information

Web Page|January 16, 2026

2026 dividend schedule

View the dates that Vanguard funds and ETFs are expected to distribute dividends in 2026.

View our full tax calendar

View our calendar of published tax documents and the estimated dates for when new documents will be published.

2025 Tax Information
 

Web Page|January 5, 2026

Final year-end Vanguard distributions for 2025

View final year-end Vanguard fund distributions for 2025. This page features a search capability which allows for multiple tickers to be entered at once and a download feature.

Web Page|January 20, 2026

Qualified dividend income – 2025 year-end figures

This update helps determine the portion of the tax-exempt interest dividends received in 2025 that is attributable to private activity bonds and considered a tax-preference item for Alternative Minimum Tax purposes.

PDF|January 20, 2026

2025 Alternative Minimum Tax—Tax preference dividends by fund

This update helps determine the portion of the tax-exempt interest dividends received in 2025 that is attributable to private activity bonds and considered a tax-preference item for Alternative Minimum Tax purposes.

PDF|January 20, 2026

U.S. government obligations information

This tax update contains information to help your clients properly report state and local tax liability on income distributions they received from their mutual fund investments in 2025.

PDF|January 20, 2026

Vanguard 2025 ICI Primary Layout

This file lists all Vanguard funds and share classes with 2025 distributions and capital gains as well as their corresponding dates. It also includes breakdowns for foreign tax paid, qualified income dividends, exempt interest dividends, and Alternative Minimum Tax percentages.

PDF|January 20, 2026

Tax-exempt interest dividends by state for Vanguard municipal bond funds and Vanguard Tax-Managed Balanced Fund

Get important information to help report earnings by state from any of the Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund on year-end tax returns.

View our full tax calendar

View our calendar of published tax documents and the estimated dates for when new documents will be published.

We can send you tax information as it becomes available.

Subscribe to Vanguard annoucements to get notified every time tax documents change.

Tax announcements

You'll receive tax related information when it becomes available, straight to your inbox.

Previous years' tax information

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    Qualified dividend income_2024final

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    Vanguard 2024 ICI Primary Layout updated for REIT

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    2024 Foreign Tax Credit Information for Eligible Vanguard Funds

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    Utah specific taxation of municipal bond interest

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    Intercorporate dividends-received information for corporations

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    VVIF Special Tax Information

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    Assets by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund

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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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    U.S. government obligations information

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    Qualified dividend income—2018 year-end figures

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    State-specific taxation of municipal bond interest

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    Intercorporate dividends-received information for corporations

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    Alternative minimum tax—Tax-preference dividends by fund 2018

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    Foreign tax credit worksheets for eligible Vanguard funds

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    Vanguard Variable Insurance Funds: Special tax information

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    Assets by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund

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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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    U.S. government obligations information

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    Qualified dividend income—2018 year-end figures

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    State-specific taxation of municipal bond interest

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    Intercorporate dividends-received information for corporations

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    Alternative minimum tax—Tax-preference dividends by fund 2018

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    Foreign tax credit worksheets for eligible Vanguard funds

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    Vanguard Variable Insurance Funds: Special tax information

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    Assets by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund

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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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    U.S. government obligations information

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    Qualified dividend income—2018 year-end figures

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    State-specific taxation of municipal bond interest

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    Intercorporate dividends-received information for corporations

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    Alternative minimum tax—Tax-preference dividends by fund 2018

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    Foreign tax credit worksheets for eligible Vanguard funds

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    Vanguard Variable Insurance Funds: Special 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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    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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    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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    Qualified dividend income - 2023 year-end figures

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    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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    2022 Alternative Minimum Tax—Tax preference dividends by fund

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    Tax-exempt interest dividends by state for Vanguard municipal bond funds and Vanguard municipal funds

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    2022 Foreign tax credit information for eligible Vanguard funds

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    Intercorporate dividends-received information for corporations

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    Section 163(j) interest dividends information

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    2022 ICI Primary Layout

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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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    2021 ICI Primary Layout

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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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    Tax-exempt interest dividends by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund

  • PDF

    U.S. government obligations information

  • PDF

    Foreign tax credit worksheet for eligible Vanguard funds

  • PDF

    State-specific taxation of municipal bond interest

  • PDF

    Intercorporate dividends-received information for corporations

  • PDF

    Vanguard Variable Insurance Fund: Special tax information

  • PDF

    Section 163(j) interest dividends information

  • PDF

    2020 ICI Primary Layout

DOWNLOAD

  • PDF

    Assets by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund

  • PDF

    Tax-exempt interest dividends by state for Vanguard Municipal Bond Funds and Vanguard Tax-Managed Balanced Fund

  • PDF

    U.S. government obligations information

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    Qualified dividend income—2019 year-end figures

  • PDF

    State-specific taxation of municipal bond interest

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    Foreign tax credit worksheets for eligible Vanguard funds

  • PDF

    Intercorporate dividends-received information for corporations

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    Alternative minimum tax—Tax-preference dividends by fund 2019

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    Vanguard Variable Insurance Funds: Special tax information

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    2019 ICI Primary Layout

Tax-related Topics

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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.