Talk of The Villages Florida - View Single Post - Taxes
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Old 10-02-2023, 12:26 PM
retiredguy123 retiredguy123 is offline
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Quote:
Originally Posted by Gigi3000 View Post
Even on this little bit on income huh? This year on my year to date earnings, Vanguard says its $45000( fell from $60000 high for this year) total but taxable earnings are only $15000 so far.
In January, Vanguard will send you a 1099-DIV form which will show your ordinary dividends, qualified dividends, capital gain income, and capital gain distributions. You can copy every number from every box on the 1099-DIV form directly into the TurboTax program. You may also get a 1099-B form or a retirement 1099 form if you sold any shares or took an RMD. The TT software will automatically calculate the tax you owe. Easy peasy.