Questions tagged [dividends]
This tag is to be used for any dividends related question. When appropriate it should be accompanied by country tag.
606
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Do capital losses impact the preferred rate tax amounts you'd expect from qualified dividends? [duplicate]
(For purposes of checking tax worksheet calculations for the US Federal return, Form 1040)
Assuming you just have ordinary income and qualified dividends, your qualified dividends may be taxed at a ...
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Growth of an Income Fund
When you invest in an Income fund that pays a monthly dividend. If I reinvest that money is it counted as growth or is the movement of the value of the fund the only thing that is counted as growth or ...
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What is the least amount of time i can own a stock to get dividend? [duplicate]
As we should own the stock at the close of trading on the day before the ex-dividend date,
does the extended trading close at 7:59 PM or 11:59 PM.
So buy at 7:59 PM and sell at 8:00 PM
or
buy at 11:...
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Explain the types of dividend distribution to me in plain English
On page 34 of "Essay Exam Writing for the California Bar Exam" by Basick Schindler (2nd edition), the book says the following:
Dividends are the distribution of cash, property, or stock ...
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2
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Are non-qualified or qualified dividends taxed first?
This answer does not explicitly address the question of whether non-qualified or qualify dividends get taxed first, but am I correct that non-qualified dividends get taxed before qualified dividends ...
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Tax on capital gains vs franked dividends in Australia
Consider two stocks "CG" and "DIV" that perform equally well, but the difference is:
"CG" pays no dividends and all its performance comes from it raising its ticker ...
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143
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If I sell a put option that expires ITM on the ex-dividend date, do I get the dividend?
Say I sell a put option committing to buy X stock at $50 on Y date. Y date is also the ex-dividend date. The put option expires in the money, so the option buyer will exercise the option and I end up ...
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Dividends on OTC market in New York
A stock trades on the Bors exchange in Oslo, which is now closed for the day.
Tomorrow is ex-div for that stock.
The same company trades OTC in New York, which is still open, and
is the same company ...
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238
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Concerning dividends and expense ratios
I've been searching through the myriad of questions/answers to this. I'm comparing 2 similar ETFs, one with a yield of 8.4% and expense ratio of 0.35%, and the other has a yield of 10.0% and expense ...
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Why buy an annuity contract instead of invest the money? [duplicate]
Inspired by Why buy an annuity contract when you have money to spend?
Take the contract described in that question: you have $100k, and you are buying a contract that pays you $600/month for the rest ...
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How are dividends good for stock/share investors?
With every stock going ex-dividend, the stock price seem to drop by the amount of dividend per share.
A few observations:
The dividend seems to be earned at the cost of capital gain. The amount ...
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What's the tax treatment if I am charged for a dividend on a stock I am short?
I sold an option, and it was exercised, leading me to be short a stock going into ex-dividend. The brokerage charged me for the value of the dividend that was paid by the company, which happened to ...
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How much taxes do I have to pay when taking a withdrawal from a recurring investment purchase?
I have been looking all over to find an answer and everything I am looking at looks way over complicated.
I live in Maryland USA
I want to invest $1000 a month into a stock that pays dividends ...
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I have a put option affected by a dividend that has been renamed and no longer traded but is ITM
I have a put option affected by a dividend that has been renamed and no longer traded but is solidly in the money (MBI $8 puts). It appears as worthless in my app. I am considering exercising it. I ...
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Why does SGOV pay dividends twice in December?
The US ETF SGOV pays dividends once a month from Feb. to Nov, then twice in December. Why? I'm reading it may be for tax reason. If that's correct, what's the tax reason?
From https://seekingalpha....
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Why is the dividend yield on the S&P 500 so low?
Background: The S&P 500 is an index that has consistently grown across many decades. On the other hand, since the 1940s, the dividend yield has been decreasing. It used to be around 6%, while in ...
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Why do companies pay a dividend when they can buy back and retire shares to increase their share price?
I am trying to determine something a bit niche that may not have an answer. I have asked professors, financial advisors, and random people. The best answer I have gotten is "I do not know, maybe ...
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1k
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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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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 ...
- 11.4k
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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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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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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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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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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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255
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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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299
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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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1k
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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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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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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 ...
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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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