Tax center
Your source for tax information on all Vanguard investment products.
2024 Tax Information
Web Page|November 11, 2024
Preliminary capital gains distribution estimates
Web Page|February 19, 2024
Qualified dividend income—2024 estimated figures
PDF|February 26, 2024
2024 Dividend schedule
2023 Tax Information
Web Page|January 4, 2024
Final year-end Vanguard distributions for 2023
PDF|January 12, 2024
2023 Alternative Minimum Tax—Tax preference dividends by fund
Web Page|January 16, 2024
Qualified dividend income – 2023 year-end figures
PDF|January 16, 2024
U.S. government obligations information
PDF|March 8, 2024
Estimated supplemental fund distributions
Previous years' 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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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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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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Spreadsheet
Qualified dividend income - 2020 year-end figures
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PDF
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
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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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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 Primary Layout
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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
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—2017 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 2017
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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.