Questions tagged [qualified-dividend]
The qualified-dividend tag has no usage guidance.
7
questions
0
votes
1answer
23 views
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 ...
1
vote
1answer
40 views
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 ...
1
vote
1answer
103 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 ...
4
votes
0answers
78 views
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 ...
3
votes
1answer
55 views
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 ...
1
vote
1answer
185 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 ...
1
vote
1answer
447 views
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 ...
