Sentences with phrase «ordinary dividends amount»

If the EU member state government also paid interest on the tax reclaim, the interest is included in the ordinary dividend amount paid to shareholders during the year as reflected on Form 1099 - DIV.

Not exact matches

This percentage represents the amount of ordinary dividends paid (including short - term capital gains distributions) during the fund's fiscal year, as income qualifying for the dividends - received deduction.

Ordinary Dividends equals the amount reported to shareholders on Form 1099 - DIV, box 1a.

in the event that any dividend and / or other form of capital return or distribution is announced, declared, made or paid by Shire otherwise than in the ordinary course, to reduce any offer by the amount of such dividend and / or other form of capital return or distribution.

This percentage represents the amount of ordinary dividends paid (including short - term capital gains distributions) during the fund's fiscal year, as income qualifying for the dividends - received deduction.

To determine the amount of income derived from these obligations, multiply the total ordinary dividends you received from the fund during the calendar year, as reported on Form 1099 - DIV, box 1a by the percentage shown.

Ordinary Dividends equals the amount reported to shareholders on Form 1099 - DIV, box 1a.

The amount of foreign source income is calculated as a percentage of the ordinary dividend shown in Box 1 of Form 1099 - DIV.

Box 1a represents the total ordinary dividends, and Box 1b shows the portion of the amount in box 1a that are qualified dividends.

When a fund distributes its short - term capital gain earnings, these amounts will be distributed and reported to you as an ordinary dividend in Box 1a of Form 1099 - DIV and will be taxable at ordinary income tax rates.

Distributions may include amounts characterized for federal income tax purposes as ordinary dividends (including qualified dividends), capital gain distributions and nondividend distributions, also known as return of capital distributions.

You also have the option of choosing to deduct only that amount of interest that offsets dividend (and short - term capital gain) income that is taxed at ordinary rates, pay tax at the LTCG rate on the capital gains, and carry over rest of the interest for deduction in future years.

So much lower that the amount of ordinary income taxes paid on 100 % of withdraws at age 60 (AKA the withdrawal phase), is many of times more than the dividend and capital gains taxes saved along the way (during the accumulation phase).

The actual amounts of net investment income shareholders will receive will be reported, along with any short - term capital gain distributions, as Ordinary Dividends on Form 1099 - DIV.

You have to treat that amount as part of your ordinary dividend.

An additional 3.8 % Medicare tax is imposed on certain net investment income (including ordinary dividends and capital gain distributions received from the fund and net gains from redemptions or other taxable dispositions of fund shares) of U.S. individuals, estates and trusts to the extent that such person's «modified adjusted gross income» (in the case of an individual) or «adjusted gross income» (in the case of an estate or trust) exceeds a threshold amount.

The Board of Directors» view is that the ordinary dividend should amount to 50 % of the net profit calculated over a business cycle.