<human>: I've searched a little about this, but haven't been able to find an exact answer nor any type of question related to this. This will be my first year having actual investments (Roth IRA, mutual funds in brokerage account all through Vanguard). When it comes time for me to do my taxes, what forms do I need to wait on prior to filling out my taxes?

In my brokerage account I originally purchased Target Date Retirement funds but halfway through the year I sold the funds and started a 3 fund portfolio. I have all of my distributions being reinvested in the funds and have not taken any money out of Vanguard.

It seems like I will be receiving 1099 forms as well as Form5498 for the Roth IRA. Is this correct? According to Vanguards website, I wont' receive Form 5498 until Mid-May of 2016. Does this mean I will need to file an extension for my taxes or file an amended return if I have already submitted it?

Thanks for the help!

Condense the text into a few key points
<bot>: Sold/exchanged funds from taxable Target Retirement to buy 3 fund portfolio funds. What forms do i need to wait on.