Vanguard dividends

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I am looking for the total amount for 2022 dividends paid out for each of my funds. Does anyone know where I can find that in my account?
Yes I know I can do it manually, just wondered if VG has it already done for me.

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[Cheez-It Guy]

https://personal.vanguard.com/us/myaccounts/divcapgains

[Candor]

My Accounts in top left, go to Dividends & cap gains under Gains & Losses and pick the year total.

Edit: Cheez-it Guy beat me to it.

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Thank you, Guy and Candor. Perfect.
Candor: I guess you have to get up earlier to beat Guy.

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[Cheez-It Guy]

The navigation description was still helpful in case someone needed to get there manually. I took the lazy way out and just posted a direct link to the page, which may break at any time in the future.

[Almost there]

Thank you. Either way is fine, but I prefer knowing the steps because then it stays in my brain.

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[rossington]

Thank you. Either way is fine, but I prefer knowing the steps because then it stays in my brain.

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It's also on your 2022 1099-DIV tax forms

[jebmke]

Thank you. Either way is fine, but I prefer knowing the steps because then it stays in my brain.

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It's also on your 2022 1099-DIV tax forms

The amount on the 1099-DIV may not agree with the financial statement but it should reconcile. I reconcile these before I start my return.

[rossington]

Thank you. Either way is fine, but I prefer knowing the steps because then it stays in my brain.

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It's also on your 2022 1099-DIV tax forms

The amount on the 1099-DIV may not agree with the financial statement but it should reconcile. I reconcile these before I start my return.

Do you keep track of all of your mutual funds, ETFs, etc. dividends (from Vanguard, etc.) separately (spreadsheet?) and then reconcile them with the tax statements you get? I have never done this...(it seems to be a lot of extra work) I have always trusted the information to be accurate. Have you ever had any reason to doubt the accuracy of Vanguard's tax statements/forms?

[johnz1001]

This year my 1099 consolidated doesn't agree with my year end information on Vanguard's website. It's off by about $3,000 or so. I messaged Vanguard and asked about it, but no one has responded. I believe it might have to do with my transition to a brokerage account in 2022. My consolidated 1099 seems to be for the six month period after the transition to the brokerage account. I'm not sure though and not positive about what to do to assure my tax reporting is correct.

[UpperNwGuy]

This year my 1099 consolidated doesn't agree with my year end information on Vanguard's website. It's off by about $3,000 or so. I messaged Vanguard and asked about it, but no one has responded. I believe it might have to do with my transition to a brokerage account in 2022. My consolidated 1099 seems to be for the six month period after the transition to the brokerage account. I'm not sure though and not positive about what to do to assure my tax reporting is correct.

My Vanguard 1099s have never agreed with the other year-end information on Vanguard's website. The explanation is quite simple. Dividends and distributions paid out in the first few days of January are displayed on the website (and the monthly statements) as being in the new year, but the tax laws require that some of those dividends and distributions be picked up in the 1099 for the old year. Play around with the numbers, and you'll probably be able to identify the transactions that cause this phenomenon.

[johnz1001]

This year my 1099 consolidated doesn't agree with my year end information on Vanguard's website. It's off by about $3,000 or so. I messaged Vanguard and asked about it, but no one has responded. I believe it might have to do with my transition to a brokerage account in 2022. My consolidated 1099 seems to be for the six month period after the transition to the brokerage account. I'm not sure though and not positive about what to do to assure my tax reporting is correct.

My Vanguard 1099s have never agreed with the other year-end information on Vanguard's website. The explanation is quite simple. Dividends and distributions paid out in the first few days of January are displayed on the website (and the monthly statements) as being in the new year, but the tax laws require that some of those dividends and distributions be picked up in the 1099 for the old year. Play around with the numbers, and you'll probably be able to identify the transactions that cause this phenomenon.

Thanks for your response. That's interesting to me, and you may indeed be right. What I find curious is that nothing on my 2022 consolidated 1099 statement is for any dividends prior to Quarter 3 when I know that I received some dividends in Quarter 2 and Quarter 1. There's something not right about it, but I do believe that the IRS will receive a copy of the 1099 consolidated form and will use that information to determine whether my reporting is correct.

[Nate79]

This year my 1099 consolidated doesn't agree with my year end information on Vanguard's website. It's off by about $3,000 or so. I messaged Vanguard and asked about it, but no one has responded. I believe it might have to do with my transition to a brokerage account in 2022. My consolidated 1099 seems to be for the six month period after the transition to the brokerage account. I'm not sure though and not positive about what to do to assure my tax reporting is correct.

My Vanguard 1099s have never agreed with the other year-end information on Vanguard's website. The explanation is quite simple. Dividends and distributions paid out in the first few days of January are displayed on the website (and the monthly statements) as being in the new year, but the tax laws require that some of those dividends and distributions be picked up in the 1099 for the old year. Play around with the numbers, and you'll probably be able to identify the transactions that cause this phenomenon.

Thanks for your response. That's interesting to me, and you may indeed be right. What I find curious is that nothing on my 2022 consolidated 1099 statement is for any dividends prior to Quarter 3 when I know that I received some dividends in Quarter 2 and Quarter 1. There's something not right about it, but I do believe that the IRS will receive a copy of the 1099 consolidated form and will use that information to determine whether my reporting is correct.

You should get separate 1099s for both the brokerage accounts and the former mutual fund accounts in the year you transfer.

[johnz1001]

Thanks for the response and information. I haven't seen the 2022 consolidated 1099 for the prior mutual fund account. I figured that may be the issue since I saw no dividends for quarters 1 and 2 on the brokerage account consolidated form. I'll have to contact Vanguard again.

[livesoft]

Thanks for the response and information. I haven't seen the 2022 consolidated 1099 for the prior mutual fund account. I figured that may be the issue since I saw no dividends for quarters 1 and 2 on the brokerage account consolidated form. I'll have to contact Vanguard again.

Our mutual fund account never had a consolidated 1099, but did have a 1099-DIV. Our Vanguard account CLEARLY shows links for the two 1099s (before/after), so they could not be missed. If your fund did not pay any dividends before you switched, then you would not have a 1099-DIV from it to download.

As for numbers that would never agree: In the 40 years we have had accounts at Vanguard, the numbers always agreed. I know from reading this forum that many people do not know about foreign taxes which are taken out from some dividends before the dividends are deposited or show up in one's account, but those taxes do show up on the 1099s.

[backpacker61]

Thanks for the response and information. I haven't seen the 2022 consolidated 1099 for the prior mutual fund account. I figured that may be the issue since I saw no dividends for quarters 1 and 2 on the brokerage account consolidated form. I'll have to contact Vanguard again.

Yes, that's an annoying attribute of switching from the mutual fund platform to the brokerage account. I received two 1099's that year, and had to add them together to get the totals for Schedule B.

It is only for one year, though, and smooth sailing after that.

[johnz1001]

Thanks for the response and information. I haven't seen the 2022 consolidated 1099 for the prior mutual fund account. I figured that may be the issue since I saw no dividends for quarters 1 and 2 on the brokerage account consolidated form. I'll have to contact Vanguard again.

Yes, that's an annoying attribute of switching from the mutual fund platform to the brokerage account. I received two 1099's that year, and had to add them together to get the totals for Schedule B.

It is only for one year, though, and smooth sailing after that.

Thanks for relaying your experience. I can't figure out why Vanguard hasn't sent the other mutual fund 1099 consolidated. Maybe they do those last.

[backpacker61]

Thanks for the response and information. I haven't seen the 2022 consolidated 1099 for the prior mutual fund account. I figured that may be the issue since I saw no dividends for quarters 1 and 2 on the brokerage account consolidated form. I'll have to contact Vanguard again.

Yes, that's an annoying attribute of switching from the mutual fund platform to the brokerage account. I received two 1099's that year, and had to add them together to get the totals for Schedule B.

It is only for one year, though, and smooth sailing after that.

Thanks for relaying your experience. I can't figure out why Vanguard hasn't sent the other mutual fund 1099 consolidated. Maybe they do those last.

I still don't have my 1099 yet (from my Vanguard brokerage account), but I had some securities that issue 'returns of capital' and stuff like that. I unloaded them last year, so hopefully will get my 2023 1099 earlier.

I suspect the mutual fund platform 1099's are issued later, too; and are a good reason to switch to the brokerage account long-term.

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Rossington wrote:

Do you keep track of all of your mutual funds, ETFs, etc. dividends (from Vanguard, etc.) separately (spreadsheet?) and then reconcile them with the tax statements you get? I have never done this...(it seems to be a lot of extra work) I have always trusted the information to be accurate. Have you ever had any reason to doubt the accuracy of Vanguard's tax statements/forms?

Yes, I keep track monthly all my investments. Never had any problems with the Vanguard amounts but had problems with 1099 from Social Security. Their form should be checked by everyone.