How to determine what % of a Q1 dividend was qualified?

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johnanglemen
Posts: 304
Joined: Thu Oct 01, 2009 1:00 pm

How to determine what % of a Q1 dividend was qualified?

Postby johnanglemen » Fri Apr 05, 2013 1:54 am

OK, so a bunch of funds just paid out dividends for Q1. Now how do I tell what % of these specific dividends were qualified (not the fund's general average)? I thought this would be rather simple information to obtain, but I can't find it anywhere.

Sidney
Posts: 6271
Joined: Thu Mar 08, 2007 6:06 pm

Re: How to determine what % of a Q1 dividend was qualified?

Postby Sidney » Fri Apr 05, 2013 6:52 am

One way is to use the percentage of the 2012 full year dividend.
I always wanted to be a procrastinator.

livesoft
Posts: 40219
Joined: Thu Mar 01, 2007 8:00 pm

Re: How to determine what % of a Q1 dividend was qualified?

Postby livesoft » Fri Apr 05, 2013 6:55 am

It seems to me that this is determined later about 2 months after the dividend is paid or even later. I have not seen any earlier report than that. So you just have to estimate it.

Also note the 61-day rule.
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