Could be a bit of a mess for people who use a brokerage other than Vanguard.
Perhaps people who held this fund at Vanguard won't need to provided a 1099 because Vanguard has their records. Let's see what people write back.
But if someone had Vanguard target retirement funds at another brokerage Vanguard would not have any 1099 records, and would need those to be provided.
There are thousands of brokerages in the US, this info would have to be provided by the customer not the brokerage.
Perhaps people who held this fund at Vanguard won't need to provided a 1099 because Vanguard has their records. Let's see what people write back.
But if someone had Vanguard target retirement funds at another brokerage Vanguard would not have any 1099 records, and would need those to be provided.
There are thousands of brokerages in the US, this info would have to be provided by the customer not the brokerage.
Statistics: Posted by stan1 — Wed Dec 25, 2024 1:41 pm — Replies 7 — Views 363