Questions tagged [dividends]
This tag is to be used for any dividends related question. When appropriate it should be accompanied by country tag.
590
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What is the difference between regular dividend and special dividend?
One implies ordinary income tax while the other is taxed according to capital gains tax, but how would you convince the IRS that your dividend payment is a special one and should be taxed at capital ...
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Par value less than annual dividend for preferred stocks?
Hey I am just skimming through the chapter 18 of the book intelligent investor by benjamin graham with commentary Jason Zweig. Pg:447 It basically compares Real Estate Investment Trust with Realty ...
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How are REIT dividends taxed? [duplicate]
Suppose I buy a $100 share of a REIT on Jan 1 and it has a 5% dividend that pays at the end of each quarter. The dividend is NOT long term capital gains, return of capital, etc. I plan to hold the ...
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What is a qualified dividend (NOT REITS!)
According to NerdWallet, qualified dividends are dividends that:
It is paid by a U.S. corporation or qualifying foreign entity. For many investors — be they in stocks, mutual funds or ETFs — this one’...
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Which REIT dividends are eligible for QBI deduction?
There seems to be a lot of conflicting information about this so I thought I would ask here.
I am wondering if all REIT dividends are eligible for QBI deduction. And by ALL, I literally mean ALL.
I ...
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Do we need to show foreign asset's (US stocks) dividend in ITR filing, That even not withdrawn from the broker (US stock broker)?
I have purchased foreign assets (US stocks) using the INDMoney app for about 5000 rupees from india. And I have received dividends for that stocks in US broker website. Dividends are very low and I ...
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How to determine which dividends are qualified vs non-qualified when calculating quarterly estimated taxes?
I have enough dividend income that I need to pay quarterly estimated taxes. When I look at my monthly statements, I'm not seeing any indication of which dividends are qualified vs not, but I need to ...
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Where can I find the form, schedule and line where the interest/dividends/royalties etc from foreign accounts are reported, when those values are 0?
I am a US resident. I have a non-US bank accounts. Therefore, I fill form 8938 on Turbotax.
In form 8938, I need to indicate the "schedule and line" and the "form and line" where ...
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Does eToro's Dividend Growth smart portfolio really pay dividends?
Four months ago I started an investment in Dividend Growth on eToro.
I once read that dividends are not automatically reinvested but actually go straight into one's balance. However, I haven't seen ...
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Does money paid in lieu of dividend count against qualified dividend income?
I am short an ETF and will pay the dividend to whoever owns the ETF, in lieu of dividend. However, most of my dividend income is in the form of qualified dividends.
Will the payment in lieu of ...
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Where can I see on Merrill Edge the sum of the dividends and distributions that were from a foreign country or U.S. possession in a given year?
When preparing my US taxes, I need to indicate the sum of my dividends and distributions that were from a foreign country or U.S. possession in a given year. E.g., in TurboTax:
Where can I see on ...
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3
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606
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Best Way To Pay Taxes on Dividends and Capital Gains?
My dividends and capital gains are now a large enough percentage of my total annual income to be a tax burden and require advance tax planning, so what's the best way to pay the additional tax due:
a) ...
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1
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Convert index to percentage
How would you convert the equity premium risk to percentage found here: https://www.spglobal.com/spdji/en/indices/strategy/sp-us-equity-risk-premium-index/#overview
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Why Dividend Yield differs for the same company on different birga?
Why European tickers of American dividends stocks has not dividend yield?
Does it mean that for dividend strategy I should buy on US birgas, not on local European ones? Will it affect my taxes?
For ...
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141
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Dividend for "accumulating" ETFs?
I'm looking at BlackRock ETFs and for those that "Use of income" is set to "distributing" I can look into the Factsheet and find the dividend. For example: https://www.blackrock....
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Are dividends taxed as capital gains tax in the US?
If I'm buying dividend fund ETFs and planning to live off on dividends with no other earned income, are the dividends distributed taxed as capital gains? If so, what is the current tax rate for ...
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Is there any reason to not put money into a stocks and shares ISA over a regular investing account?
I have a small amount of money in a regular investment account however I am considering putting more in.
The UK tax-free dividend allowance is £2,000, although will reduce to £1,000 in the new ...
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How do qualified dividends get a lower tax rate than ordinary dividends?
IRS Form 1040 instructions say that "qualified dividends" have a lower tax rate than ordinary. Yet they are included in the ordinary and added to everything else for the ordinary rates.
...
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Should I invest in US bond ETF as a US Non-resident Alien? If so, how should I manage the bond portfolio?
I’m currently investing in US market using IBKR with 70% index ETF (QQQ, VOO, etc.) and 30% bond ETF split (only BND at the moment).
I’ve done this for two years
I’m aware that a 30% withholding tax ...
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Ignoring dividends, why do we expect a stock to go up when a company does well? [duplicate]
I understand there are advantages to buying stocks and reaping dividends. Remove dividends from my question as well as owning voting rights in a company. What I don't understand is why we expect a ...
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1
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What is the formula of ESTIMATED dividend yield?
If you're going to say it's based on last 12 months of dividends: let's sum up the distributions of last 12 months and divide that by which stock price?
Stock price of the last day of the month?
...
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242
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ETF paying unusually high dividend
I realised that an ETF, iShares Currency Hedged MSCI Japan ETF (ticker symbol HEWJ) suddenly paid ~33% dividend on 2 Dec 2022. I couldn’t find any news related to it, and its counterpart (unhedged ...
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Finding or calculating rate of return with reinvestment?
How can I find the rate of return from an investment, including both capital gains when I sell it and dividends it paid while I held it?
Ideally, the answer should include the case where some or all ...
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1
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298
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Historical and future dividends [closed]
Do any of you know where I can find the history of dividends paid by a company in the United States and the next date they will pay?
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Why are there contradicting price diagrams for the same ETF?
I'm an absolute beginner to investing. I'm currently looking into the "iShares Core MSCI World UCITS" ETF tracking the MSCI World Index.
The iShares Website shows how over the past 5 years ...
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88
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Should stock price and P/E ratio increase when dividends increase?
In private conversation, someone told me that an increase in dividends should always increase stock price and P/E ratio, if all other factors remain unchanged. The "proof" involves the ...
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Do I have any tax liability for distributions occuring between date of death and transfer of brokerage assets to me?
Due to death of a relative (death during the summer of 2021) I have inherited a non-retirement brokerage account, consisting of various common stocks and mutual fund shares, and also some settled cash ...
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Is it possible to have your stock dividends sent directly to your house or personal bank account instead of your brokerage account?
Is it possible to have your stock dividends sent directly to your house or personal bank account instead of your brokerage account?
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Do stock prices increase by the anticipated amount of the dividend in the period before the dividend is paid?
It is known that stock prices will fall by the amount of the dividend on the ex-dividend date:
Do stock prices drop due to dividends?
Does a stock really dip in price on the ex-dividend date? And why ...
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1
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Calculate Dividends Return from Total & Price returns
I understand Price returns and Total returns for stock indices. For example, total returns account for Dividends paid by the underlying stocks assuming they are reinvested back into the same. How do ...
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Are the Depository Trust Company (DTC) fees paid on American depositary receipts (ADR) tax-deductible?
Are the Depository Trust Company (DTC) (mirror) fees paid on an American depositary receipts (ADR) tax-deductible (mirror)?
I am a US tax resident owning some ADRs (e.g., AXAHY) via a US brokerage ...
- 11.2k
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High Yield Funds - How do they remain solvent when the balance sheet seems quite poor?
How do funds like PFL and PFN pay ~12% dividend yield and remain solvent?
The balance sheets seem to show huge swings on profitability and I don’t believe these funds have assets they can deprecate ...
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Do foreigners pay taxes on dividends from Canadian listed ETFs?
A non-citizen, non-resident of Canada bought some shares of the Vanguard FTSE Developed All Cap ex U.S. Index ETF, which is listed on the Toronto Stock Exchange (ticker: VDU). When the ETF pays out ...
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What is the value of a dividend stock outside of its distribution
I have a fairly broad question about the value of dividend stocks in a general sense. Principally, as a thought expirment, I'm considering a case where the broad market doesn't exist and the only ...
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3
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Why is a share repurchase considered a payout to investors?
I have read many financial analysis articles that seem to calculate a company's payouts to its shareholders like this:
total payout = cash dividends + share repurchases
I can easily see why a cash ...
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How could someone pester company managers to raise its dividend? [duplicate]
I'm reading The Intelligent Investor, and quote:
Graham became a master at researching stocks in microscopic,
almost molecular, detail. In 1925, plowing through the obscure
reports filed by oil ...
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2
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How does dividend tax between countries work?
I am investing through degiro in stocks from usa, europe etc. I have noticed that there is a 30% deducted from any us dividends and 15% from europe.
Why is there a need for the platform to tax the ...
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Dividend Coverage Ratio and Preferred Stock
I am looking at investing in a few companies which offer preferred stock. Do their dividend coverage ratios factor in the dividends being paid to preferred shareholders? If not, how can I find or ...
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Why does the price of a stock really drop on ex-dividend date? [duplicate]
I know that the price of a stock on the ex dividend is supposed to drop by the amount of the dividend. What i don't understand fully is why it happens. I have seen many answers/articles/books etc that ...
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What is a reasonable ROI on friends & family capital loan for startup venture?
Every investor obviously interested in max ROI but what is a realistic ROI an investor would seek on a capital loan for startup venture?
What is a reasonable duration for that receiving back the ...
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Are companies allowed to pay out more dividends than their retained earnings?
Assume that a corporation was formed three years ago with $500,000 in starting capital. In each of the first three years, it earned $100,000 and did not pay any dividends. It now has $300,000 in ...
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Should everyone who receives dividend income fill out a W-4 form reporting it to their employer?
My friend mentioned to me that he got dinged by the IRS for underpayment of estimated tax. Apparently the reason that his employer didn't withhold enough tax from his paycheck is that he received ...
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Does 401k contribution to index fund pay dividends?
My 401k fund has an option for investment in S&P 500 index fund, however the investment doesn't come with any dividend yield. S&P 500 index funds such as VOO, SPY come with a dividend yield. ...
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What kind of stocks should I invest in for high dividend yields [closed]
I want to know what kind of stocks are good for constant returns, the price of the stock is not my main interest, what I am interested in is monthly/quarterly returns for a stable income source.
Also ...
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Why don't I see any dividends in my Fidelity Personal Account?
I have two accounts in Fidelity:
Account A: Personal account
Account B: Rollover IRA account (Rolled over from former 401k accounts)
I have purchased a specific Fidelity Mutual Fund through both ...
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1
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71
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How do I report stock dividends for US nonresident taxes on my income tax return?
Foreigner filing U.S. taxes with form 1040-NR. I own stock of a U.S. company in a foreign brokerage account and had U.S. tax withheld from dividends based on form W-8 BEN. How do I report this income ...
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Where can I see my interest and dividends earned as well as net capital gain/loss for my Fidelity HSA last year?
As I was a tax resident of California in 2021, I must report the interest and dividends earned as well as net capital gain/loss for my HSA account, which is managed by Fidelity:
Where can I see my ...
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2
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956
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Does the term "ordinary dividends" include qualified dividends?
There seems to be some inconsistency in the usage of the term "ordinary dividends". (I'm considering the United States tax system.)
Most online sites seem to define the terms "ordinary ...
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Is it possible for the dividend rate to decrease at a constant rate to the future?
I came across the following question;
Mayfair corporation is expected to pay 40% dividends to its shareholders as its
next dividend. However, the company announces that it is not expecting to pay a
...
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VUSA vs VUAA - Distributing seemingly better than
VUSA (IE00B3XXRP09) and VUAA (IE00BFMXXD54) should both be equally "good". VUAA is for you if you want to automatically reinvest its dividends. I get that...
Nevertheless, if I look at their ...
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