Sentences with phrase «receive qualified dividends»

In 2018, taxpayers who are married filing jointly with taxable income up to $ 77,200 can realize long - term capital gains (or receive qualified dividends) without being taxed (the same goes for single filers with taxable income up to $ 38,600).

But if you receive a qualified dividend, the capital gain tax rate may be applied.

A portion of these distributions may be treated as qualified dividend income (eligible for the reduced rates to individuals as described below) to the extent that a fund receives qualified dividend income.

A portion of these distributions may be treated as qualified dividend income (eligible for the reduced rates to individuals as described below) to the extent that the fund receives qualified dividend income.

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.

With the current low tax rates applied to qualified dividends received on or before December 31, 2010, and the possibility of these rates being increased sooner under an Obama presidency, it is critically important for both C and S corporations (and their shareholders) to understand the ordering rules and tax ramifications of corporate distributions fully — before they are made.

If you hold these in a taxable account, some of the dividends received by the fund may not be qualified, and hence you'll have to pay taxes at the income - tax rate.

Non qualified dividends which one would receive from a REIT do not get the favorable tax status as REITS do not pay taxes if they meet the IRS requirements for REIT status.

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.

Putnam calculates the percentage of each fund's Qualifying Dividends eligible for the corporate dividends received dDividends eligible for the corporate dividends received ddividends received deduction.

Qualified dividends are those received by an individual shareholder from domestic or qualified foreign corporations that may be eligible (depending on holding period, etc.) to be taxed at the reduced capital gains tQualified dividends are those received by an individual shareholder from domestic or qualified foreign corporations that may be eligible (depending on holding period, etc.) to be taxed at the reduced capital gains tqualified foreign corporations that may be eligible (depending on holding period, etc.) to be taxed at the reduced capital gains tax rates.

So that hopefully I will earn enough from passive dividend income — income that I don't have to «earn» or «qualify» for or deal with anything to receive — to pay for all my expenses.

Your clients can enjoy the benefits of receiving a regular dividend income and option premium without having to pay capital taxes via qualified accounts that are not taxable.

To determine whether your dividend is considered qualified or not, you must ensure that you have held the investment for at least 60 days, the dividend comes from a qualified company, and that you did not receive a «non-dividend» distribution — such as a capital gains distribution.

Qualified dividends are listed in box 1b on IRS Form 1099 - DIV, a tax form sent to investors who receive distributions during the calendar year from any type of investment.

These gains (and qualified dividends) receive the same preferential rate under the AMT as they do under the regular income tax.

If you qualify for Earn Your Return, you'll receive a bonus dividend on your average yearly loan and deposit balances *.

For the dividend to be considered as qualified divident rather than ordinary dividend, therefore subject to the favoriable tax rate, the dividends must be paid by a U.S. corporation or a qualified foreign corporation and the mutual fund that holds the dividend - paying stock must have held the equity for more than 60 days during the 121 - day period that begins 60 days before the ex-dividend date (the first date following the declaration of a dividend on which the buyer of a stock will not receive the next dividend payment.

On the other hand, the dividends received by the investor do not receive preferential tax treatment as qualified dividend income.

Qualified dividends, with some exceptions, are dividends received from domestic and foreign corporations after 2002.

If you received a dividend, we need to know whether you held the shares long enough for it to be a qualified dividend.

Meanwhile, in your taxable account, you might favor stock investments that will be taxed at the preferential long - term capital gains rate, including any qualified dividends you receive.

In a taxable account, an investor will incur tax liability on the dividends but qualified dividends receive favourable tax treatment.

For a dividend to be a qualified dividend, it must be received in connection with stock the taxpayer held for more than 60 days during the 121 - day period starting 60 days before the ex-dividend date.

For corporate investors in the fund, dividend distributions the fund reports to be from dividends received from qualifying domestic corporations will be eligible for the 70 % corporate dividends - received deduction to the extent they would qualify if the fund were a regular corporation.

The fund may loan portfolio securities to qualified broker - dealers or other institutional investors provided: (1) the loan is secured continuously by collateral consisting of U.S. government securities, letters of credit, cash or cash equivalents or other appropriate instruments maintained on a daily marked - to - market basis in an amount at least equal to the current market value of the securities loaned; (2) the fund may at any time call the loan and obtain the return of the securities loaned; (3) the fund will receive any interest or dividends paid on the loaned securities; and (4) the aggregate market value of securities loaned will not at any time exceed one - third of the total assets of the fund, including collateral received from the loan (at market value computed at the time of the loan).

Dividends received by the fund from a REIT or another RIC may be treated as qualified dividend income only to the extent the dividend distributions are attributable to qualified dividend income received by such REIT or RIC.

This means the beneficiary would still receive a death benefit, and for qualifying policies, cash value would continue to grow, and dividends would still be paid out.