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Non-US Investing • Re: 1042-S For 2024 Not Received from Vanguard

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I recieved my Vanguard 2024 1042s on 3.7. 2025.
Thank you for your response. May I ask if your account was a brokerage account or a mutual-fund only one ?

As of Monday, March 10, the form has still not been uploaded for me. In past years, I only had taxes withheld on dividends received in a taxable account, but this year I did an indirect Traditional to Roth IRA Rollover ( don't even get me started on how convoluted that process was) for the first time. So, I am wondering if that is causing the delay.

They have blown through their own deadline in my case. I hope they will comply with at least the IRS one of March 15. I will keep pushing them. I suppose I could file a grievance with FINRA and the IRS if they delay beyond March 15.

If I had known Vanguard systems and processes would be so unfriendly for non-residents, I would certainly have moved all my funds to some other broker before leaving the US.

Statistics: Posted by majormajor — Mon Mar 10, 2025 3:24 am



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