Tax Question - TIPs Mutual Funds

. . . Yrs to Go · 03-29-2006, 06:03 PM

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.

poboy · 03-29-2006, 07:34 PM

http://flagship4.vanguard.com/VGApp/...FundIntExt=INT

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 .

03-29-2006, 06:03 PM	#1
. . . Yrs to Go Thinks s/he gets paid by the post Join Date: Sep 2005 Posts: 1,559	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.

03-29-2006, 07:34 PM	#2
poboy Recycles dryer sheets Join Date: Jan 2006 Posts: 361	Re: Tax Question - TIPs Mutual Funds http://flagship4.vanguard.com/VGApp/...FundIntExt=INT 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 . __________________ Fat, drunk, and stupid is no way to go through life, son.

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