It is not surprising Vanguard is finally forcing the transition.
Consider transitioning to the brokerage platform to avoid having your account locked. Then try out Fidelity or Schwab with a small amount of $ to see if you like them better.
None of the brokerages I use (including Vanguard brokerage platform) generate a Form 1099-INT/DIV/B prior to Jan 15. I use the transaction history or the tax center or vanguard’s dividends/gains page to estimate income for my Jan. 15 tax payment. I do have to be aware of missing items like Roth conversion $ or dividends paid in early Jan. but are included in the 1099 for Dec.
Consider transitioning to the brokerage platform to avoid having your account locked. Then try out Fidelity or Schwab with a small amount of $ to see if you like them better.
None of the brokerages I use (including Vanguard brokerage platform) generate a Form 1099-INT/DIV/B prior to Jan 15. I use the transaction history or the tax center or vanguard’s dividends/gains page to estimate income for my Jan. 15 tax payment. I do have to be aware of missing items like Roth conversion $ or dividends paid in early Jan. but are included in the 1099 for Dec.
Statistics: Posted by HomeStretch — Sat Jun 15, 2024 5:46 am — Replies 11 — Views 1102