Skip to main content
Level 1
April 12, 2022
Question

Where do I look to find out what I owned (Vanguard Mutual Finds) met the holding period for certain dividends?

  • April 12, 2022
  • 1 reply
  • 1 view
No text available

1 reply

AmyC
Level 15
April 19, 2022
**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
fanfare
Level 15
April 19, 2022

@ttalaomega 

If you have held your mutual fund for some time (i.e. more than 120 day),

then everything is a qualified dividend,

unless you are in a fund that does not pay qualified dividends (some don't).

 

OR

"where do I look".

 

look at your consolidated 1099-B.