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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
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1 reply

AmyC
Employee
April 19, 2022
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fanfare
Employee
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.