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Vanguard GIA account tax voucher

Practical Issues
b0f77
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Vanguard GIA account tax voucher

#418838

Postby b0f77 » June 11th, 2021, 1:39 pm

I got a consolidated tax voucher from Vanguard for my GIA account for the last tax year. It has a Tax Voucher summary table with a total dividend amount. Below that there is a UK Dividends received table with a total amount with a great number than the first table. Does anyone know why they differ - what am I missing? All dividends were paid in the same tax year on income units I hold in the account. I normally report the first number on the tax return. If I check back in the account for the dividends received on the cash statement, it matches the second table but what they tell me to report for tax purposes is less than this by nearly £150.

b0f77
Posts: 37
Joined: February 19th, 2017, 1:54 am
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Re: Vanguard GIA account tax voucher

#418842

Postby b0f77 » June 11th, 2021, 1:55 pm

OK, answering my own question. The difference is an equalisation amount included in the fund distributions because I was purchasing funds during the tax year.


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