Welcome to DU! The truly grassroots left-of-center political community where regular people, not algorithms, drive the discussions and set the standards. Join the community: Create a free account Support DU (and get rid of ads!): Become a Star Member Latest Breaking News Editorials & Other Articles General Discussion The DU Lounge All Forums Issue Forums Culture Forums Alliance Forums Region Forums Support Forums Help & Search

Personal Finance and Investing

progree

(11,812 posts)

5. I haven't had any problems with these or any other Vanguard tax forms

Reply to question everything (Reply #4)

Tue Jan 21, 2020, 10:56 PM

Jan 2020

though on Roth conversions I only do one conversion a year -- in mid-late December. I've been converting since 1998, though I've skipped maybe 4 or 5 years during that time. I wait to the end of the year when I have the most clarity of what my tax situation is, so as not to venture into the next tax bracket. I'm sorry to hear about your situation, even after a phone call...

When I do some transaction, I copy and paste the pre-submittal page and then the confirmation page just in case.

Do your regular Vanguard statements look OK?

Edit history

Please sign in to view edit histories.

Recommendations

0 members have recommended this reply (displayed in chronological order):

8 replies

= new reply since forum marked as read

Highlight:

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