Tax Resources:

2018 Tax-Year Guidance

Custodians - Tax Reports - Mailing Schedule 

Helpful Links:

If you owned bond funds in your taxable accounts, please refer to the following links to help you report your taxable income.  Depending on your personal circumstances, a portion of the investment income you earned may be excludable from income on your state or your federal tax return:

Vanguard tax-exempt interest dividends by state for Vanguard municipal bond funds and Vanguard Tax-Managed Balanced Fund 

Vanguard- U.S. government obligations information


American Century 


Modera is providing the information and links above as a convenience for the preparation of your 2018 tax return(s).  The information contained herein and in the linked materials is not and should not be interpreted as personalized legal, tax or accounting advice.  For legal, tax and accounting-related matters, we recommend that you seek the advice of a qualified lawyer or accountant.  Modera does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Modera’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.