Tax center

Your source for tax information on all Vanguard investment products.

2024 Tax Information
 

Web Page|December 10, 2024

Final estimated year-end distributions

View the list of Vanguard funds and ETFs that were expected, as of December 10, 2024, to distribute taxable capital gains in December 2024.

Web Page|February 19, 2024

Qualified dividend income—2024 estimated figures

These tables show, by Vanguard fund, the estimated percentages of 2024 qualified dividend income.

PDF|February 26, 2024

2024 Dividend schedule

View the dates that Vanguard funds and ETFs are expected to distribute dividends in 2024.

View our full tax calendar

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

2024 tax calendar

We can send you tax information as it becomes available.

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2023 Tax Information

Web Page|January 4, 2024

Final year-end Vanguard distributions for 2023

View final year-end Vanguard fund distributions for 2023. This page features a search capability which allows for multiple tickers to be entered at once and a download feature.

PDF|January 12, 2024

2023 Alternative Minimum Tax—Tax preference dividends by fund

This update helps determine the portion of the tax-exempt interest dividends received in 2023 that is attributable to private activity bonds and considered a tax-preference item for Alternative Minimum Tax purposes.

Web Page|January 16, 2024

Qualified dividend income – 2023 year-end figures

These tables show, by Vanguard fund and share class, the percentages of 2023 dividend and net short-term capital gains distributions that are eligible for reduced tax rates as qualified dividend income.

PDF|January 16, 2024

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 2023.

PDF|March 8, 2024

Estimated supplemental fund distributions

These Vanguard funds earned taxable income and/or realized capital gains for their fiscal years ended December 31, 2023, or January 31, 2024, that were greater than the amounts distributed in December 2023. The remaining taxable income or gains will be distributed in March 2024 as a supplemental income dividends or capital gains distributions.

2023 tax documents are ready

View all useful tax documents we've published recently to help you as your clients prepare to file.

View 2023 tax calendar

Previous years' tax information

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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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  • 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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    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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    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

  • Spreadsheet

    2020 ICI NRA Layout

  • Spreadsheet

    2020 ICI Primary Layout

  • Spreadsheet

    2020 ICI Secondary Layout

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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—2019 year-end figures

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    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

  • PDF

    Vanguard Variable Insurance Funds: Special tax information

  • Spreadsheet

    2019 ICI Primary Layout

  • 2019 ICI Secondary Layout

  • Spreadsheet

    2019 ICI NRA Layout

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  • 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—2018 year-end figures

  • PDF

    State-specific taxation of municipal bond interest

  • PDF

    Intercorporate dividends-received information for corporations

  • PDF

    Alternative minimum tax—Tax-preference dividends by fund 2018

  • PDF

    Foreign tax credit worksheets for eligible Vanguard funds

  • PDF

    Vanguard Variable Insurance Funds: Special tax information

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

  • PDF

    Qualified dividend income—2017 year-end figures

  • PDF

    State-specific taxation of municipal bond interest

  • PDF

    Intercorporate dividends-received information for corporations

  • PDF

    Alternative minimum tax—Tax-preference dividends by fund 2017

  • PDF

    Foreign tax credit worksheets for eligible Vanguard funds

  • PDF

    Vanguard Variable Insurance Funds: Special tax information

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.