My Accounts - Taxes

$529,789.00

Value as of 02/01/2017

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Bob & Jane Smith - Joint taxable - Mutual fund account

$24,156.00

Jane Smith - Traditional IRA - Mutual fund account

$358,956.00

Bob & Jane Smith - Joint taxable - Brokerage account

$85,457.00

Kate Smith - 529 account

$61,220.00

Total Vanguard assets

$529,789.00

Outside investments

$374,477.60

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My tax summary

View as a list

My tax forms

2 of 5 available

All forms will be available on February 21, 2017.

see your forms

Available: FEB. 21

Remind me

My IRA contributions

75% funded

of $5,500 IRS limit*

make a contribution

Deadline: APR. 17

Remind me

My tax dates

FEB. 21

Your next important date is when additional tax forms will be released.

SEE YOUR tax dates

Add to my calendar

My quarterly tax summary

2Q now available

See the information on investment income and tax withholding you’ll need if you file quarterly estimated taxes.

see your QUARTERLY SUMMARY

Available: SEPT. 21

Remind me

My taxable earnings

$3,250

You have $3,250 in taxable earnings so far this year.

see details

My taxes withheld

$2,820

You’ve withheld $2,820 in federal taxes so far this year.

see details

You could better control your taxes by:

Converting to a Roth

$633,624

You could have $633,624 more to spend during retirement if you switch to a Roth.

find out more

Moving high-tax investments to your IRA

$2,150

You had $2,150 in taxable income from bonds in 2016. If you move the bonds to your IRA, your taxes on the income will be deferred.

see why

Partnering with an advisor

We can manage your entire portfolio--including efficiently allocating your assets between taxable and tax-advantaged accounts and developing a tax-smart distribution plan.

find out how

Donating securities

$2,500

If you intend to donate $20,000 to charity this year, you could increase the value of your deduction by $2,500 by donating securities instead of cash.

find out more

Moving high-tax investments to your IRA

$2,150

You had $2,150 in taxable income from bonds in 2015. If you move the bonds to your Roth IRA, your future income will be tax-free.

see why

My tax summary

View as a list

My tax forms

2 of 5 available

Your next form will be available on February 21, 2017.

Available: FEB. 21
Remind me

See your forms

My IRA contributions

75% funded

of $5,500 IRS limit*

Deadline: APR. 17
Remind me

make a contribution

My tax dates

FEB. 21

Your next important date is when additional tax forms will be released.

Download to your calendar

see your tax dates

My quarterly tax summary

2Q now available

See the information on investment income and tax withholding you’ll need if you file quarterly estimated taxes.

Deadline: SEPT. 15
Remind me

See your quarterly tax summary

My taxable earnings

$3,250

You have $3,250 in taxable earnings so far this year.

See details

My taxes withheld

$2,820

You’ve withheld $2,820 in federal taxes so far this year.

see details

You could better control your taxes by:

Converting to a Roth

$633,624

You could have $633,624 more to spend during retirement if you switch to a Roth.

find out more

Moving high-tax investments to your IRA

$2,150

You had $2,150 in taxable income from bonds in 2016. If you move the bonds to your IRA, your taxes on the income will be deferred

see why

Partnering with an advisor

We can manage your entire portfolio–including efficiently allocating your assets between taxable and tax-advantaged accounts and developing a tax-smart distribution plan.

find out how

Donating securities

$2,500

If you intend to donate $20,000 to charity this year, you could increase the value of your deduction by $2,500 by donating securities instead of cash.

find out more

Moving high-tax investments to your IRA

$2,150

You had $2,150 in taxable income from bonds in 2015. If you move the bonds to your Roth IRA, your future income will be tax-free.

see why

Get Help

Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC

*Note on account protection: Securities in your brokerage account are held in custody by Vanguard Brokerage Services®, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Account protection

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