Questions tagged [qualified-dividend]

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Where's the 2023 Qualified Dividends and Capital Gain Tax Worksheet?

When I google it, I just get the 2018 one, which I'm pretty sure doesn't work for 1040 2023. The IRS site just gives the Schedule D: https://www.irs.gov/forms-pubs-search?search=Qualified+Dividends+...
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[India-US]Taxability of qualified dividends on US mutual funds by Income Tax department of India

AFAIK, dividends paid out by mutual funds are of two categories, ordinary and qualified. The ordinary dividends are taxed as ordinary income while the qualified dividends receive the favourable LTCG (...
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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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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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How to know if a dividend is qualified before year-end

I bought the Australian stock Reckon (Yahoo) in July. In November, it paid a very large dividend. For my tax planning, I need to know if that dividend is qualified or not, in order to know whether it ...
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How can your 1099-DIV know if dividends are qualified, if you buy them late in the year?

Let's assume you buy an ETF or a share late in December, and it provides a dividend between your buying and the end of the year. Let's also assume this dividend is (at least partly) of the type ...
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Why don't preferred stocks have the same holding period as common stocks to be considered as qualified dividends?

I read on https://en.wikipedia.org/wiki/Qualified_dividend: You must have held the stock for more than 60 days during the 121-day period that begins 60 days before the ex-dividend date. The ex-...
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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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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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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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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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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 answer
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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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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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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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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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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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