Questions tagged [qualified-dividend]

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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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4 votes
1 answer
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Does the holding period requirement for Qualified dividends apply to all of the lots?

Suppose I hold 100 shares of XYZ company on March 1st. I bought these shares at least 1 year ago. And I buy 10 more shares of XYZ company on March 10th. Now I hold 110 shares of XYZ company. Suppose I ...
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-2 votes
1 answer
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Is there any unified online resource where I can view the percentage of an ETF dividend that is regarded as qualified dividends by the IRS? [closed]

I'm looking for an online resource where I can enter the ticker symbol of an ETF and I can see the percentage of its dividends that is regarded as qualified dividends by the IRS. Does such resource ...
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0 votes
1 answer
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Do dividends from securities held on margin lose their tax advantage?

If a security pays a dividend, depending on the holding period of said security, the dividend might be considered "qualified" and taxed at a lower rate. What if the security is held with ...
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1 vote
1 answer
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Do I need to pay Estimated Taxes on Qualified dividend income if I fall in the 0% Long-Term Capital Gains tax bracket?

Basically I make ~$21000 in income from work, and $1000 in dividends. So, being below $40k in income, I technically owe 0% on the qualified dividend income, but I'm not sure if I pay the IRS and get a ...
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1 vote
1 answer
137 views

How to know if dividends are qualified (for example, VIGAX)

I just learned about the different tax treatment of qualified vs unqualified dividends, and I'm trying to understand which are which (before I get the 1099-*). First, I understand that I need to hold ...
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4 votes
0 answers
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Who reports the dividend for ACTS transfer, Outgoing or Incoming brokerage?

When a taxable brokerage account is transferred from one broker to another and as the old broker receives( and in turn forward to new broker) the dividend after the transfer as Dividend pay date is ...
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3 votes
1 answer
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NJ 1040 Dividends

For the NJ 1040 do you add together your ordinary dividends and qualified dividends or are the qualified dividends already part of the ordinary dividends and I should just report the ordinary dividend ...
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1 vote
1 answer
240 views

Why in this example is only 50% of the dividend qualified instead of 100% of the dividend?

Example taken from here: (...) The dividend income from the 2,000 shares held 49 days would not be qualified dividend income. The dividend income from the 8,000 shares held at least 61 days should be ...
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1 vote
1 answer
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How do I report dividends on tax form 1040?

For the "ordinary" and "qualified" dividends on lines 9a & 9b respectively of Tax Form 1040, do you just enter the amounts there, or is there another form or schedule that needs to be filled out ...
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