When does ETF funds like Vanguard provide statement for tax filing? What fields should I look out for?

  • josephb
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    1 year ago

    I haven’t seen an announcement for this year, however last year their schedule was:

    Vanguard Personal Investor annual tax statements will be issued in two tranches
    
    Investors holding Vanguard Managed Funds only  Tuesday 2 August 2022
    Investors holding Vanguard Managed funds and/or ETFs and/or Direct Shares  Thursday 18 August 2022
    
    Annual investor statements issued  Monday 12 September 2022
    

    So I imagine you should hear something from them over the coming months.