Tax Center
2023 Tax Calendar
The schedule below provides direct links to the information as it is updated. Estimated published dates are subject to change.
Published date
What to look for
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.
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.
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.
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.
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.
Investment Company Institute (ICI) 2023 Primary layout spreadsheet
This file lists all Vanguard funds and share classes with 2023 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.
2023 Foreign tax credit worksheet for eligible Vanguard funds
Use this worksheet to assist with the preparation of IRS Form 1116: Foreign Tax Credit.
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.
ICI 2023 Secondary layout spreadsheet (REVISED 04/12/2024)
This file lists all Vanguard funds and share classes with 2023 distributions and capital gains. It provides breakdowns for foreign source income, threshold requirements for exempt interest income, and percentages of income from different states.
ICI 2023 Nonresident alien (NRA) layout spreadsheet
This file lists all Vanguard funds and share classes with 2023 distributions and capital gains. It provides breakdowns of NRA-exempt income and short-term gains, and lists funds eligible for short- and long-term gains under the Foreign Investment in Real Property Tax Act (FIRPTA).
ICI revised 2023 Primary layout spreadsheet (with REIT finals)
This file lists all Vanguard funds and share classes with 2023 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.
Tax information for U.S.-domiciled ETFs with U.K. reporting status (REVISED 06/20/2024)
This file includes fund names, distributions per share, distribution dates, and excess of reportable income over distributions for U.S.-domiciled ETFs with U.K. reporting fund status.
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.
Vanguard Variable Insurance Fund: Special tax information
This information for the fiscal year ended December 31, 2023, is included pursuant to provisions of the Internal Revenue Code for corporate shareholders only. These Vanguard Variable Insurance Fund Portfolios had income and distributions with certain tax attributes.
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.
Section 163(j) interest dividends information
These Vanguard funds had ordinary income (i.e., dividend income plus short-term capital gains, if any) in 2023 that may qualify as interest dividends under section 163(j).
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.