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

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
johnanglemen
Posts: 397
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: 6525
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: 49998
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.
This signature message sponsored by sscritic: Learn to fish.


Return to “Investing - Help with Personal Investments”

Who is online

Users browsing this forum: alec, Google [Bot], kappy, LXEX55, optimpessim, shyamchin, tigerdoc93, Yahoo [Bot] and 51 guests