Resources
As of August 31, 2024
Taxable distributions are reported to you on IRS Form 1099-DIV. The tax character of each year’s distributions as a percent of each total distribution is listed below:
1099 Box | 1A | 1B | 2A | 2B | 3 | 5 |
---|---|---|---|---|---|---|
Year | Total Ordinary Dividends |
Qualified Dividends |
Capital Gains |
Unrecaptured §1250 Gain |
Return of Capital |
199A Dividends Non-Qualified |
2023 | 0.00% | 0.00% | 0.00% | 0.00% | 100% | 0.00% |
2022 | 0.00% | 0.00% | 0.00% | 0.00% | 100% | 0.00% |
2021 | 0.00% | 0.00% | 0.00% | 0.00% | 100% | 0.00% |
2020 | 0.00% | 0.00% | 0.00% | 0.00% | 100% | 0.00% |
2019 | 0.00% | 0.00% | 0.00% | 0.00% | 100% | 0.00% |