Search found 8 matches

by Tipster1947
Sun Feb 24, 2019 2:58 pm
Forum: Personal Finance (Not Investing)
Topic: Spillover dividends and Vanguard tax info. TAX CENTER Warning
Replies: 19
Views: 2725

Re: Spillover dividends and Vanguard tax info. TAX CENTER WARNING

Basically, Vanguard is hanging onto your money and riding the float for a day or more every month. Only if you don't do automatic reinvestment. if you do auto-reinvestment, the dividend is credited to the account on the date of declaration. I have VMMX set both ways between different accounts. Is t...
by Tipster1947
Fri Feb 15, 2019 9:56 am
Forum: Personal Finance (Not Investing)
Topic: Spillover dividends and Vanguard tax info. TAX CENTER Warning
Replies: 19
Views: 2725

Re: Spillover dividends and Vanguard tax info. TAX CENTER WARNING

I have four Vanguard funds that posted December 2018 dividends on January 2. The 1099-DIV correctly shows them as 2018 income. The December 2018 statement does not include those four dividend payments, so the year to date totals on the statement are wrong. The January 2019 statement does include th...
by Tipster1947
Fri Feb 15, 2019 9:54 am
Forum: Personal Finance (Not Investing)
Topic: Spillover dividends and Vanguard tax info. TAX CENTER Warning
Replies: 19
Views: 2725

Re: Spillover dividends and Vanguard tax info. TAX CENTER WARNING

I have four Vanguard funds that posted December 2018 dividends on January 2. The 1099-DIV correctly shows them as 2018 income. The December 2018 statement does not include those four dividend payments, so the year to date totals on the statement are wrong. The January 2019 statement does include th...
by Tipster1947
Fri Feb 15, 2019 9:41 am
Forum: Personal Finance (Not Investing)
Topic: Spillover dividends and Vanguard tax info. TAX CENTER Warning
Replies: 19
Views: 2725

Re: Spillover dividends and Vanguard tax info. TAX CENTER WARNING

As an FYI, the following disclaimer is at the bottom of the Tax Center page: Note: The information on this page may be based on estimates and shouldn't be used for tax-reporting purposes. Refer to your Vanguard tax forms for final reportable income. Secondly, I believe there is some serious confusi...
by Tipster1947
Sun Feb 10, 2019 11:59 pm
Forum: Personal Finance (Not Investing)
Topic: Spillover dividends and Vanguard tax info. TAX CENTER Warning
Replies: 19
Views: 2725

Re: Spillover dividends and Vanguard tax info. TAX CENTER WARNING

Victim blaming went out a long time ago, "livesoft". I've been using of all sorts of tax law advantages probably as long as you including very aggressive Roth conversions just under the tax bracket ceiling, I've been dealing with the ACA issue since it came out, but till this year, the target was to...
by Tipster1947
Tue Feb 05, 2019 10:02 am
Forum: Personal Finance (Not Investing)
Topic: Spillover dividends and Vanguard tax info. TAX CENTER Warning
Replies: 19
Views: 2725

Spillover dividends and Vanguard tax info. TAX CENTER Warning

:annoyed WARNING ABOUT TAX CENTER. :!: I have learned that you can NOT rely on the information on the Vanguard web-page "Quarterly Summary" in the Tax Center. It turns out that dividends from Prime MM and I don't know how many other funds that show dividends on Dec 31 are not reflected in the tax su...
by Tipster1947
Thu Sep 11, 2014 2:51 pm
Forum: Personal Consumer Issues
Topic: Vanguard Recommending Quicken Changes
Replies: 62
Views: 10646

Re: Vanguard Recommending Quicken Changes

This worked! What a PIA! I had 20 separate accounts because of numerous Roth Conversions. After de-linking all accounts to Vanguard and trying to re-connect, Vanguard didn't recognize login from Quicken. Arghh. Login from browser worked. For no reason at all (voice from above or below), I closed Qui...
by Tipster1947
Tue Jan 08, 2013 3:56 pm
Forum: Personal Consumer Issues
Topic: Navigator Plus and Windows 8
Replies: 0
Views: 201

Navigator Plus and Windows 8

Hi, I just got a new computer running Windows 8. I am the last of a dying breed who loves the free Navigator Plus Software Vanguard once supplied. I've had it running on Windows Vista and Windows XP but I cannot get it to install from an original Installer file, even with setting the emulation to Vi...