Well, there's something relatively new for me, personally. Before I transitioned my old mutual fund platform to the new brokerage platform for my taxable account in January 2022, the foreign source dividend data was only available in a separate foreign tax credit data sheet for Vanguard funds with foreign dividends. I used to have to find that foreign tax credit data sheet on my own from the Vanguard website. So while it's true that I still need to do the arithmetic, at least all the necessary information is now being provided in the same document along with the "consolidated 1099." A minor consolation for other minor annoyances associated with the platform transition.Sorry to bring up a months old post, but I'm only doing my taxes now.Agreed. I had the same thought. It's nice to finally see something new that actually improves upon what came before, rather than going backwards and losing convenience or completeness.Like many, I detest Form 1116. However, I will say that Vanguard is finally providing everything you need in one place to fill in the form more easily than in the past.
Did I miss something, is there something new this year? I'm not seeing anything new in my Vanguard brokerage account on my Vanguard funds where they're providing everything I need in one place. I'm still doing the old method where I'm multiplying numbers from that PDF manually against the amount of dividends from my 1099.
Statistics: Posted by iceport — Sun Apr 14, 2024 5:22 pm — Replies 26 — Views 3851