Random
Which division of the US Department of Treasury is responsible for administering and the enforcement of US federal tax laws?
IRS - Internal Revenue Service
Client wants to have tax forms mailed to them, who would handle the call?
Foundational
When is the deadline for taxes without an extension?
April 15th
Which menu option under Documents will take you to the client's tax forms on the Dashboard?
Tax forms & information
Which 1099 form is used to determine taxes due on investment income like dividends?
(Clue: dividends)
1099-DIV
How many tax forms will clients possibly receive if they transitioned their account in 2025
2
Client sees capital gains shown on my transaction history but they were not reported on my 1099-B, who would help with this?
INV
When will the 1042-S form for a post-transitioned brokerage account be available online?
March 9
Client wants to know what their taxable dividends and income are for the year, where can they see this online?
My dashboard > Scroll down to Dividends & Income
Which tax form is used to report the total annual IRA contributions?
5498
What is the client's "one-stop" shop resource for tax-related tools and information provided by Vanguard?
Where would a client with excess contributions be transferred to?
RET_COMPLEX_INTERNAL
When should Roth Conversion be completed by?
December 31st 4pm
Client wants to see what buys they did this year in a certain account, how would you guide them to see this?
Activity > Select the account in filter, select buys as transaction filter
Which form is used when the taxpayer received more than $1500 of taxable interest or dividends?
Schedule B
Because they involve the holdings and investment strategies of our funds, each of the following tax related topics should be handled by --------- ---------
(These calls should be transferred)
COO_BASIC_DTD
By what date should clients be submitting ACIP request in order to help satisfy a clients RMD before end of year?
December 17th
Where would you direct a client to see if they've taken their RMD for the year
Transact > Required Minimum Distribution
Under account on dashboard > RMD summary
Dashboard > RMD summary
Which form is used for nonresident aliens to report amounts that are subject to income tax withholding?
1042-S
This form determines if there are any taxes due on withdrawals from accounts used for education savings.
ES_529_BASIC
Client has questions about cash plus account involving taxes, who would you transfer the call to?
INV_CASH_MANAGEMENT
Sales of stocks and ETFs will need to be sold before what time?
The client will then need to take a distribution from their settlement fund before 12:30 p.m., Eastern time, on December 31, 2025 for the distribution to be counted towards the 2025 tax year.
4:00 pm (EST) on December 30, 2025
Where would you direct the client to download a CSV file?
Activity > Download center
What tax form is no longer accepted by paper form?
(Hint: It is a foreign form)
W-8 Form