The Vanguard Group
The Vanguard Group is an American investment management company.
When are taxes due?
“Taxes are due on April 15, 2026.”
View in the company profileWhen will I get my Vanguard mutual fund or brokerage tax forms?
“You can expect your forms starting in mid-January through mid-March. Please visit our tax forms schedule or log in to your personalized tax forms page to learn when specific tax forms will be ready.”
View in the company profileWhy am I receiving multiple 1099 tax forms?
“If you transitioned to our new investment platform during the calendar year, you may receive two sets of tax forms: Mutual Fund tax forms are issued in January and Brokerage tax forms are issued in three waves beginning in January with the final wave in March. You may need both to report your state and local tax liability.”
View in the company profileWhat is the Consolidated Form 1099?
“Vanguard prepares a consolidated Tax Information Statement for nonretirement Vanguard Brokerage accounts. The Consolidated Form 1099 consists of the following individual tax forms: 1099-DIV, 1099-B, 1099-INT, 1099-OID, 1099-MISC, REMIC, WHMT, Supplemental Information and a Non-reportable page.”
View in the company profileWhich tax forms will I get?
“In general, 1099 forms report income other than wages. Depending on the types of accounts you have, your transactions, and your investment income, you may receive several different tax forms.”
View in the company profileCan I see my tax form for my Vanguard Variable Annuity online?
“Tax forms for the Vanguard Variable Annuity aren't available online.”
View in the company profile