Oct 15, 2025 · Information about Publication 550, Investment Income and Expenses, including recent updates and related forms. Publication 550 discusses the tax treatment of investment …

Bonds and bond funds distribute income differently and treat your principal differently, causing differences in tax treatment. Bonds and bond funds are taxed in 2 ways—based on the income …

Vanguard’s detailed guide covers essential tax information for Vanguard funds, helping you plan for and complete your taxes.

The IRS doesn't just tax the profits you may have made from the sale of your bond ETF shares. It also taxes any distributions you may have received from your bond ETF.

Nov 1, 2025 · Even if you don't have to pay income tax on the interest, you still need to include it on your tax return. That's because, while some bond interest is tax-exempt, the IRS still …

You may owe tax on mutual funds, even if you haven’t sold your shares. Here's an overview of how taxes on mutual funds work, plus strategies to minimize what you owe.

Aug 22, 2025 · Many investors have questions about the best way to calculate their taxes on mutual funds.

Search for fund-specific tax information such as direct US Government obligations, dividend received deductions, tax-exempt income by jurisdiction and more.

Long-term gains typically receive more favorable tax treatment than short-term gains. Gains from the sale of fund shares held for one year or less are taxed as short-term gains. These gains …

Discover how mutual funds and ETFs are taxed, how capital gains taxes work, and how to plan for tax efficiency in your investment portfolio with Vanguard.