We just got an email that our Vanguard 1099R forms are ready for download… Just an FYI for others that might want them early
Yes, Fidelity does this as well. It's based on when each fund plans to make them available.I am waiting on several tax forms from Vanguard. Of the five, only one is available now, and the other five vary in their availability dates. Vanguard does list when to expect them, though, which is nice.
Most people still need to wait for 1099-DIV. If you bought an ETF in early December and received dividends, you could retroactively change the tax rate on those dividends in January. There's a holding period that determines the tax rate, which is why all brokers have to wait and see what investors do.
When does that usually come out?
Even easier (below). I'll be waiting into Feb as usual. Getting one/some early doesn't really help much, getting the last one is what matters most to me.Here is a link to Vanguard's Tax Form schedule
https://investor.vanguard.com/investor-resources-education/taxes/investment-tax-forms
Not if the funds are held in a brokerage account, then probably ~ 3rd week of Feb.So would a typical three fund portfolio at vanguard have them by the end of January?
Not if the funds are held in a brokerage account, then probably ~ 3rd week of Feb.
More than once I have gotten corrected VG statements in March. Although, if you reconcile the tax statement to the financial statement the chance of an error is lower.