Tagged Questions

4
votes
1answer
117 views

Determining the minimum dividend that should be paid from my S corporation

I am the sole shareholder and only employee of an S corporation. I understand that all profits of the corporation are passed through and taxed as income to me. I also understand that all dividends ...
1
vote
3answers
94 views

How to reconcile performance with dividends?

I have a Vanguard fund that returned -1.34% for the year, yet I earned dividends on the same investment of $106 for the same year. How do I reconcile negative performance with positive dividends? Is ...
3
votes
1answer
235 views

If I put dividend-paying stocks in my IRA, where does the dividend go when paid?

I have a rollover IRA from an old job's 401k. I have had it sitting uninvested (where it's outperforming my new job's 401k) and I want to start investing it on my own. If I put a stock that pays a ...
4
votes
1answer
44 views

If a fund holds stocks paying dividends and doesn't give a payout, is it necessarily re investing those dividends?

I am looking at some mutual funds which are holding many dividend stocks as portfolio holdings. I can check that these individual stocks are paying out regular dividends. But the funds don't show any ...
1
vote
2answers
70 views

How to account for foreign taxes paid on dividends?

For purposes of filing Form 1116 (Foreign Tax Credit), I have to correlate foreign taxes paid to the amount of dividends paid by foreign stocks. Is this something I can request from my brokerage, or ...
3
votes
3answers
699 views

Are dividends paid by REIT ETFs considered “qualified” dividends?

Are dividends paid by an ETF that invests in REITs taxed at the "qualified" dividend rate (typically, 15% vs. the ordinary income tax rate)? (If I recall correctly, REITs are not subject to double ...
3
votes
1answer
504 views

Dividends and tax withholding for ETF vs Mutual Fund for U.S. Non-Resident Alien?

I'm a non-US resident alien, considering to invest in either commission-free ETFs and Mutual Funds offered by TD Ameritrade. According to The American Jobs Creation Act of 2004, certain type of ...
3
votes
1answer
526 views

How to report “short term capital gains distribution” to IRS

I am writing Sch D software and researching the proper way to report certain capital gains distributions from leveraged EFTs, for example TYH. These distributions are reported as "short term", see ...