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Vanguard March 2026 Supplemental Distribution Estimates
As these will include earnings (dividends & CGs) for late 2025 (some) & 2026 (most), they will not be taxable for 2025, but for 2026. If not, Vanguard would be in violation of multiple IRS rules.
I think Vanguard shouldn't use the term supplemental as they are just ad-hoc March 2026 distributions. Vanguard should also have an explicit statement on their taxability.
This is different from some fund distributions made in early-2026 that were taxable for 2025 but paid out in 2026.
Comments
As these will include earnings (dividends & CGs) for late 2025 (some) & 2026 (most), they will not be taxable for 2025, but for 2026. If not, Vanguard would be in violation of multiple IRS rules.
I think Vanguard shouldn't use the term supplemental as they are just ad-hoc March 2026 distributions. Vanguard should also have an explicit statement on their taxability.
This is different from some fund distributions made in early-2026 that were taxable for 2025 but paid out in 2026.