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You’re eligible for lower state and local tax liability

At least one of your Vanguard funds held direct U.S. government obligations in 2016. You’ll need both your 1099-DIV and the special instruction sheet that will come with it in order to report your state and local tax liability.

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33% complete
Review year-end distributions
Make any tax-loss harvesting sales
Make IRA contribution
Traditional IRA - mutual fund account
Download 1099-DIV
Individual taxable - Brokerage account
Download 1099-B
Individual taxable - Brokerage account
File your taxes

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Fund Distribution
Joint taxable - mutual fund account
Roth conversion deadline
Traditional IRA - mutual fund account
Tax-loss harvesting deadline
Individual taxable - mutual fund account
Tax-loss harvesting deadline
Joint taxable - mutual fund account
1099-R Form released
Traditional IRA - mutual fund account
1099-DIV, 1099-B Forms released
Individual taxable - mutual fund account
1099-DIV, 1099-B Forms released
Individual taxable - brokerage account
IRA contribution deadline
Traditional IRA - mutual fund account

My forms

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1099-R
Traditional IRA - mutual fund account
View  |  Download  |  Upload  |  Email  |  Print
1099-DIV
Mutual fund accounts
View  |  Download  |  Upload  |  Email  |  Print
1099-B
Mutual fund accounts
View  |  Download  |  Upload  |  Email  |  Print
1099-DIV
Brokerage accounts
Available Mid-February
1099-B
Brokerage accounts
Available Mid-February
5498
Traditional IRA - mutual fund acount
Available Mid-May

You might consider…

Because Vanguard Health Care Fund and Apple Inc distributed a lot of taxable income…

You may want to consider moving your investments in Vanguard Health Care Fund and Apple Inc to a tax-deferred account like an IRA.

Talk to an advisor about this
Because you had a lot of taxable income…

If you’re in one of the highest tax brackets, you may want to consider replacing your investment in the Total Stock Market Index Fund with Vanguard Tax-Managed Capital Appreciation Fund.

Talk to an advisor about this
Because you only have a traditional IRA…

You might want to consider diversifying with a Roth IRA. Having both Roth (tax-exempt) and traditional (tax-deferred) assets when you retire can give you more flexibility when you withdraw the money.

Use our Roth converstion calculator to see if it’s right for you
Because you recently recharacterized an IRA…

You may want to consider speaking with a financial planner to discuss other retirement planning opportunities.

Talk to an advisor about this
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