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Learning, Sharing, and Teaching => Ask a Mustachian => Topic started by: Exflyboy on February 16, 2016, 08:18:56 PM

Title: Vanguard tax docs
Post by: Exflyboy on February 16, 2016, 08:18:56 PM
Hi all..

I found 2 tax documents in my Vanguard online account.

The first posted a couple of weeks back is a 1099-DIV and refers to one of my after tax holdings, listed as Total Stock MKT IDX ADM.. and the total dividends are $1339.75.. All well and good, but one of my holdings (Vanguard Vanguard Retirement fund) is missing.

So I call them up to be told that the second form would be posted later.. OK.. so today the second form appears.

This form is a "Tax information statement" and within it includes a 1099-DIV.

This form however not only refers to the missing account (Vanguard TGT RETR 2025 INVS)... It ALSO shows the dividend for the previous account, listed as VNGRD TTL MKT ADML.. But the dividend amount is 4228.25.. and none of the quarterly  payments do not match what was shown on the previous form.

So are these two 1099-DIVs added to one another.. or is the second form a replacement for the first form???

Very confusing!!!
Title: Re: Vanguard tax docs
Post by: Thinkum on February 16, 2016, 09:48:54 PM
Oy vey! I just noticed I finally got my Vanguard Tax statement, but it is for only one of my accounts. I will most likely get the second soon enough. I just hope it's not a cluster fuck and is actually decipherable.
Title: Re: Vanguard tax docs
Post by: johnny847 on February 16, 2016, 09:54:37 PM
If you do not have an "upgraded" Vanguard account, then your mutual fund and brokerage accounts (for stocks and ETFs) are kept separate. You get two separate 1099 DIVs, one for each.

Do you have mutual funds and stocks/ETFs, and have them show up on Vanguard as separate accounts?