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Personal Finance and Investing

question everything

(47,470 posts)

4. Vanguard had its own "conversion" and I think it is still in the learning curve

Reply to progree (Reply #3)

Tue Jan 21, 2020, 10:49 PM

Jan 2020

The year end statement had two summaries of distributions: one for the first three quarters which agreed with my numbers, then the ones for the last quarter, after the "conversion" and it made no sense. Talking to someone on the phone did not help. Until I got the 1099 and that number was OK.

Oh, and there, again, were two 1099: one for the first three quarters the other for the last one.

Spouse today got only one of them..

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Are 1099 have to be deliverd via snail mail? [View all] question everything Jan 2020 OP

No Bayard Jan 2020 #1

Thanks. I will question everything Jan 2020 #2

I get all my 1099's by snail mail, including Vanguard's progree Jan 2020 #3

Vanguard had its own "conversion" and I think it is still in the learning curve question everything Jan 2020 #4

I haven't had any problems with these or any other Vanguard tax forms progree Jan 2020 #5

They did, until the conversion question everything Jan 2020 #6

True.. I also don't have them withhold any taxes, since I do quarterly estimated taxes progree Jan 2020 #7

So far all of my tax stuff arrives by snail mail. PoindexterOglethorpe Feb 2020 #8