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Tax Question - TIPs Mutual Funds
Old 03-29-2006, 05:03 PM   #1
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Tax Question - TIPs Mutual Funds

This question is for anyone who owns a mutual fund holding TIPS, like Vanguard's Inflation-Protected Securities Fund. When tax time comes do you get a 1099 showing both dividends paid and taxes owed on the undistributed inflation accretion? I assume you do but was curious how that was handled in a mutual fund. If you can somehow defer the tax on the accretion portion, the funds might be worthwhile. Otherwise seems like a bad deal compared with buying the bonds directly.

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Re: Tax Question - TIPs Mutual Funds
Old 03-29-2006, 06:34 PM   #2
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Re: Tax Question - TIPs Mutual Funds

Hope link works, if not go to Vanguard , Look at vipsx, (tips fund).* Quarterly distributions, dividends, long and short term gains. Tried to copy but too much data to paste. I do not own this fund, have other funds but not sure about inflation info. You could give vanguard a call .
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